AdvisorOS Directory
Claim Profile
DM

Daniel Bert Marcotte

DOXA ADVISORS LLC·NORTH OAKS, Minnesota
Unclaimed Profile
400 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127CRD# 2178136Firm CRD# 157886
01

About

Daniel Bert Marcotte is a registered financial advisor based in NORTH OAKS, Minnesota, affiliated with DOXA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOXA ADVISORS LLC
DOXA ADVISORS LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DOXA ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2178136
Firm CRD# 157886
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH OAKS?

Browse all registered financial advisors in NORTH OAKS, Minnesota or claim this profile if it's yours.

Browse NORTH OAKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Bert Marcotte offer?
Daniel Bert Marcotte specializes in Financial Planning, Investment Management. Contact their office in NORTH OAKS, Minnesota for a consultation.
What are Daniel Bert Marcotte's credentials?
Daniel Bert Marcotte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Bert Marcotte located?
Daniel Bert Marcotte is based in NORTH OAKS, Minnesota, working with DOXA ADVISORS LLC. Their office serves clients in the NORTH OAKS metropolitan area and surrounding communities.
How does Daniel Bert Marcotte charge for services?
Daniel Bert Marcotte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOXA ADVISORS LLC?
DOXA ADVISORS LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORTH OAKS
Stefan Christopher Liiste — CONTEXT FINANCIAL GROUP, LLCChristopher Rolf Glasoe — DOXA ADVISORS LLCRobert Alan Lepley — T I S GROUP INCLarry Edward Jeddeloh — T I S GROUP INCKent Lan Dallmeyer — T I S GROUP INC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile