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William Joseph Lahr

ARCHETYPE ADVISORS, LLC·DOYLESTOWN, Pennsylvania
ARCHETYPE ADVISORS, LLC
72 EAST STATE STREET, DOYLESTOWN, PA 18901CRD# 4936279Firm CRD# 156527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Joseph Lahr · DOYLESTOWN, PA
Registration
CRD #4936279 · ARCHETYPE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Joseph Lahr is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with ARCHETYPE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ARCHETYPE ADVISORS, LLC
ARCHETYPE ADVISORS, LLC
AUM
$199M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ARCHETYPE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4936279
Firm CRD# 156527
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Joseph Lahr offer?
William Joseph Lahr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.
What are William Joseph Lahr's credentials?
William Joseph Lahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Joseph Lahr located?
William Joseph Lahr is based in DOYLESTOWN, Pennsylvania, working with ARCHETYPE ADVISORS, LLC. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.
How does William Joseph Lahr charge for services?
William Joseph Lahr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHETYPE ADVISORS, LLC?
ARCHETYPE ADVISORS, LLC has approximately 4 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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