Joseph
Docter
Summit Creek Advisors
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About this Advisor
Joseph Docter is a chartered financial analyst operating in Minneapolis, Minnesota with a total of 10 years of industry experience. Docter is an employee of Summit Creek Advisors. They have been an employee of Summit Creek Advisors for their complete career. Docter is registered to advise clients in Minnesota and Texas. Summit Creek Advisors is a registered investment firm that has its headquarters in Minneapolis, MN. The company has a total of eight financial advisors. It has $754 million in total assets among its 34 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 34 customer accounts, 44% are associated with high-net-worth clients who have at least $1 million in investable assets. Summit Creek Advisors offers a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules vary depending on which service is offered. However, fees billed by Summit Creek Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Creek Advisors Brokerage Details
$753,722,133
8
34
$22,168,298
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Docter Work History
Joseph has been registered as a financial advisor for 10 years.*
Summit Creek Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Docter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Creek Advisors
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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