ARCHETYPE ADVISORS, LLC
Adviser information for ARCHETYPE ADVISORS, LLC last updated from Form ADV on March 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 460 | $198.7M |
| Non-Discretionary | 0 | $0 |
| Total | 460 | $198.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 150 | $72.1M |
| HNW Individuals | 81 | $126.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshopsINVESTMENT/BUSINESS CONSULTING |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 198.7M |
| Portfolio Manager | 198.7M |
| Both for Same | 198.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ARCHETYPE WEALTH MANAGEMENT PROGRAM | ARCHETYPE ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-120408 |
|---|---|
| SEC ERA File Number | 801-120408 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156527 |
| Legal Entity Identifier | None |
Principal Office
72 EAST STATE STREETDOYLESTOWN
PA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 215 558 5500, Fax: 215 558 5499
Websites
Chief Compliance Officer
WILLIAM J. LAHR IV
PRESIDENT
72 EAST STATE STREET
DOYLESTOWN
PA
United States
Tel:
(888) 975-7526
Fax:
(800) 901-6568
B********@*******************M
(Full email address available in API data)
Regulatory Contact
JENNIFER ESTELLE
CONTROLLER
72 EAST STATE STREET
DOYLESTOWN
PA
United States
Tel:
(888) 975-7526
Fax:
(800) 901-6568
J**********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAHR, LLC | Domestic Entity | – | MANAGING MEMBER | 01/2011 | > 75% |
| LAHR, WILLIAM, JOSEPH | Individual | LAHR, LLC | MANAGING MEMBER | 01/2011 | > 75% |
| LAHR, WILLIAM, JOSEPH | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/2011 | < 5% |