This website is limited to the dissemination of general information regarding the investment advisory services of Archetype Advisors, LLC (hereinafter “Archetype” or the “Firm”) to U.S. residents of those states where providing such information is not prohibited by applicable law. The publication of this website is not to be construed as a solicitation to effect securities transactions or the rendering of personalized investment, tax or legal advice.
Archetype is an SEC registered investment adviser which maintains a principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. The Firm may only transaction business in those states in which it is notice filed or qualifies for a corresponding exemption under applicable rules and regulations. Any subsequent, direct communication shall be initiated by a representative whom is either registered or exempt from registration in the state where the client resides. Additional information about
Archetype is available on the SEC’s Investment Adviser Public Disclosure website (
www.adviserinfo.sec.gov), which contains the most recent version of the Firm’s Form ADV disclosure documents.
Securities offered through United Planners Financial Services (“United Planners”), which is a limited partnership, SEC registered broker-dealer, and member FINRA/SIPC. Archetype, United Planners and PwC are independent entities and are not affiliated.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES WITH REGARD TO THE ACCURACY AND TIMELINESS OF ANY INFORMATION PREPARED BY AN INDEPENDENT THIRD PARTY WHICH IS POSTED ON OR MADE AVAILABLE THROUGH THIS WEBSITE.
©2012-2018 Archetype Advisors, LLC. All rights reserved. Archetype Advisors, LLC is a Registered Investment Adviser. All Images and descriptions used with permission.
72 E State Street
Doylestown, PA 18901