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Building 2ROXBURY FINANCIAL

Map pinMOUNT ARLINGTON, NJ
Phone973-928-7181
NotebookSEC #801-130093
Total AUM
$180.5M
Employees
3
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 VALLEY ROAD
SUITE 205
MOUNT ARLINGTON
NJ 07856
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
973-928-7181

ReceiptFinancials

Total AUM
$180.5M
Accounts
576
Discretionary
$163M
Accounts
570
Non-Discretionary
$17.5M
Accounts
6

ContactClients

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Individual Clients
187
AUM
$51.5M
HNW Individual Clients
52
AUM
$110.8M
Pension/Profit Sharing Plan Clients
6
AUM
$17.5M
Corporation or Business Clients
1
AUM
$584K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES TO QUALIFIED PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYPASCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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