ROXBURY FINANCIAL LLC
Legal name: ROXBURY FINANCIAL
CRD #330547 SEC #801-130093 MOUNT ARLINGTON, NJ 973-928-7181
SEC Registered
Total AUM
$141.5M
Discretionary
$141.5M
Employees
3
Clients
10
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $141.5M | $141.5M | $0 | 3 | 7 |
| Feb 2025 | $141.5M | $141.5M | $0 | 3 | 7 |
| Nov 2024 | $129M | $129M | $0 | 2 | 5 |
| Jul 2024 | $129M | $129M | $0 | 2 | 5 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients7
DateFeb 2025
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients7
DateNov 2024
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees2
Clients5
DateJul 2024
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees2
Clients5
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0