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
2780 Snelling Ave N, Suite 209, Roseville, MN 55113
http://www.doxadv.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN, TX, WI

Financial Advisors at Doxa Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Marcotte, financial advisor Roseville MN
Daniel B. Marcotte
CRD#: 2178136
2780 Snelling Ave N, Suite 209, Roseville, MN 55113

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, financial advisor Roseville MN
Samuel D. Winter
CRD#: 6071848
2780 Snelling Ave N, Suite 209, Roseville, MN 55113

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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