Doxa Advisors, LLC
Doxa Advisors, LLC (CRD# 157886) is a financial advisory firm headquartered in Roseville, MN. They manage $91,837,000 in 266 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management92MILLION
-
Total Number of Accounts266ACCOUNTS
-
Average Account Value$345,252
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX, WI
Financial Advisors at Doxa Advisors, LLC
1
Daniel Marcotte (CRD# 2178136) is an Investment Advisor Representative working at Doxa Advisors, LLC in Roseville, MN and has over 31 years of experience in the finance industry.
2
Samuel Winter (CRD# 6071848) is an Investment Advisor Representative working at Doxa Advisors, LLC in Roseville, MN and has over 4 years of experience in the finance industry.
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