Archetype Advisors, LLC

Archetype Advisors, LLC (CRD# 156527) is a financial advisory firm headquartered in Doylestown, PA. They manage $198,676,570 in 460 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
72 East State Street, Doylestown, PA 18901
https://www.archetypeadvisor.com
By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $431,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, LA, MD, NC, NJ, NY, PA, TX

Financial Advisors at Archetype Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dennis Beadle, financial advisor Glens Falls NY
Dennis O. Beadle
CRD#: 1137908
Glens Falls, NY

Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in Glens Falls, NY and has over 39 years of experience in the finance industry.

2
Andrew Bucksner, financial advisor Doylestown PA
Andrew T. Bucksner
CRD#: 6431117
72 East State Street, Doylestown, PA 18901

Andrew Bucksner (CRD# 6431117) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 9 years of experience in the finance industry.

3
William Lahr, financial advisor Doylestown PA
William J. Lahr
CRD#: 4936279
72 East State Street, Doylestown, PA 18901

William Lahr (CRD# 4936279) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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