Archetype Advisors, LLC
Archetype Advisors, LLC (CRD# 156527) is a financial advisory firm headquartered in Doylestown, PA. They manage $30,388,644 in 168 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts168ACCOUNTS
Average Account Value$180,885
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MD, NY, PA, TX
William Lahr (CRD# 4936279) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 10 years of experience in the finance industry. William Lahr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in New York, NY and has over 32 years of experience in the finance industry.