Investment adviser · CRD 157886
DOXA ADVISORS LLC
Investment adviser filing (IA)
NORTH OAKS, MN, United States · Form ADV filed Jan 4, 2012
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 77 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 4, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
400 VILLAGE CENTER DRIVE, SUITE 300NORTH OAKS, MN, 55127, United States
CRD 157886
Filing source
Form ADV 599033 · Jan 4, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.