A
$260.0M Total AUM
$260.0M Disc. AUM
27.1% 3Y CAGR
4 Employees
275 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2011
- Office Locations
- 1
Office Locations
72 East State Street Doylestown PA
About Archetype Advisors, LLC
Archetype Advisors, LLC is a Doylestown-based RIA. The firm has been operating for 14 years. Managing $260.0M in total assets under management, with 2 advisory representatives. They custody assets with Pershing and State Street. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$130.0M AVG AUM / ADVISOR
$945.5K AVG AUM / CLIENT
13.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Legacy
Investment Vehicles
Summit atlas
Services
Bridge vector Optima Element
Owner & Executives
W
WILLIAM JOSEPH LAHR IV
Chief Compliance Officer, President
- CRD
- #4936279
- Ownership
- Less than 5%
(300) 650-6991
value.peak@zenithcapital.com
in linkedin.com/in/timber-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
D
DENNIS OSBORN BEADLE
Financial Advisor, General Partner
- CRD
- #1137908
(683) 581-1393
pathway.fusion@crestcapital.com
in linkedin.com/in/element-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,000,000 | $514,851 |
| Non-Discretionary | $0 | -- |
| Total | $260,000,000 | $514,851 |
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Separately Managed Accounts
Total SMA Asset: $260,000,000
Public Funds:
21.8% Cash:
28.3% U.S. Government/Agency:
49.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,508,086 | 21.8% |
| Cash | $1,122,274,258 | 28.3% |
| U.S. Government/Agency | $1,978,851,076 | 49.9% |
| Total | $3,965,633,420 | 100.0% |