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ARCHETYPE ADVISORS, LLC

Tel: 215 558 5500
72 East State Street
Doylestown, Pennsylvania  18901

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ARCHETYPE ADVISORS, LLC

ARCHETYPE ADVISORS, LLC is a Doylestown, Pennsylvania based financial advisory firm with nearly $198,676,570 in assets under management and provides investment advisory services for 460 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops , Other (INVESTMENT/BUSINESS CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

156527

SEC#:

801-120408

No. of Clients:

460

Assets under Management

$198,676,570

No. of Advisors:

4

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