Doxa Advisors LLC (North Oaks)


Doxa Advisors LLC is an adviser based in North Oaks. It manages $25 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Minnesota.

Doxa Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and business exit planning. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Doxa Advisors: assets under management

The assets under management (AUM) of Doxa Advisors LLC is $25 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $17.5 million in discretionary accounts and $7.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $326.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Doxa Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in North Oaks

The principal office where Doxa Advisors LLC performs its advisory services is located at 400 Village Center Drive, North Oaks, MN 55127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 651-400-1100 or by fax 651-697-0200. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.doxafinancial.com.

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