ROXBURY FINANCIAL LLC

ROXBURY FINANCIAL LLC of MOUNT ARLINGTON, NJ is an SEC-registered investment adviser (CRD 330547). Regulatory assets under management: $180.5M.

Registration

• CRD: 330547
• SEC file number: 801-130093
• Type: Registered investment adviser
• Location: 200 VALLEY ROAD, SUITE 205, MOUNT ARLINGTON, NJ, 07856
• Phone: 973-928-7181
• Latest filing: 2026-02-04
• Regulatory AUM: $180.5M
• Discretionary AUM: $163.0M
• Non-discretionary AUM: $17.5M
• Clients: 3
• Accounts: 576

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330547 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search