Doxa Advisors LLC

Doxa Advisors LLC (CRD# 157886) is a financial advisory firm headquartered in North Oaks, MN. They manage $49,200,000 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $210,256
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Doxa Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher R. Glasoe
CRD#: 2282624
400 Village Center Drive, Suite 300, North Oaks, MN 55127
96
Wealthminder
score

Christopher Glasoe (CRD# 2282624) is an Investment Advisor Representative working at Doxa Advisors LLC in North Oaks, MN and has over 24 years of experience in the finance industry.

2
Daniel B. Marcotte
CRD#: 2178136
400 Village Center Drive, Suite 300, North Oaks, MN 55127
96
Wealthminder
score

Daniel Marcotte (CRD# 2178136) is an Investment Advisor Representative working at Doxa Advisors LLC in North Oaks, MN and has over 24 years of experience in the finance industry. Daniel Marcotte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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