William
Lahr
Archetype Advisors, LLC
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About this Advisor
William Lahr is a certified financial planner based in Doylestown, Pennsylvania with 11 years of relevant experience. Lahr currently works for Archetype Advisors, LLC. Lahr has gained experience at Lahr Consulting, Forte Investment Solutions, LLC, Archetype Advisors, LLC, Lahr LLC and Bb, LLC. Lahr has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Archetype Advisors, LLC is a registered investment business that has its headquarters in Doylestown, PA. It manages $129 million in total assets across its 438 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 438 accounts, 32% are held by high-net-worth investors who have at least $1 million in assets. Archetype Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Financial management fees usually are based on the services offered. However, fees charged by Archetype Advisors, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archetype Advisors, LLC Brokerage Details
$129,146,490
6
438
$294,855
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
William Lahr Work History
William has been registered as a financial advisor for 11 years.*
Bb, LLC
Forte Investment Solutions, LLC
Archetype Advisors, LLC
Lahr LLC
Lahr Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Lahr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archetype Advisors, LLC
Doylestown, PA
Glens Falls, NY
Doylestown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
