ARCHETYPE ADVISORS, LLC

Overview

Archetype Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients and bills primarily as a percentage of assets under management, with the option of fixed-fee arrangements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars and workshops. The firm is not designated as an active ESG investor, is not listed as a pension consultant, and does not identify itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices