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ROXBURY FINANCIAL
ROXBURY FINANCIAL LLC
CRD 330547 · SEC 801-130093
200 VALLEY ROAD, SUITE 205, MOUNT ARLINGTON, NJ, 07856, United States
Phone
973-928-7181
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.5M
Discretionary AUM
$163.0M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY SERVICES TO QUALIFIED PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $51.5M |
| High net worth individuals | 52 | $110.8M |
| Pension/profit sharing plans | 6 | $17.5M |
States served
NJ, NY, PA, SC, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD