Overview
Assets Under Management: $180 million
Headquarters: MOUNT ARLINGTON, NJ
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
ROXBURY FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330547), ROXBURY FINANCIAL is subject to fiduciary duty under federal law.
ROXBURY FINANCIAL is headquartered in MOUNT ARLINGTON, NJ.
ROXBURY FINANCIAL serves 52 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, ROXBURY FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
ROXBURY FINANCIAL manages $180 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, ROXBURY FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 576
Discretionary Accounts: 570
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 330547
Filing ID: 2040674
Last Filing Date: 2026-02-04 15:36:21