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DOXA ADVISORS LLC
DOXA ADVISORS LLC
NORTH OAKS, Minnesota
·
2 registered advisors
·
CRD# 157886
SEC# 801-72692
651-400-1100
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DOXA ADVISORS LLC
2 registered advisors
Christopher Rolf Glasoe
NORTH OAKS, Minnesota
CRD# 2282624
Daniel Bert Marcotte
NORTH OAKS, Minnesota
CRD# 2178136
05
Office Locations
NORTH OAKS, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. DOXA ADVISORS LLC (CRD# 157886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.