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Roxbury Financial LLC

● SEC registered since 2024CRD 330547SEC# 801-130093Mount Arlington, NJ
Export (members)
Reg. AUM
$141.5M
Employees
3
Accounts
542
Location
Mount Arlington, NJ

Roxbury Financial LLC assets under management

Roxbury Financial LLC is a registered investment adviser overseen by the SEC based in Mount Arlington, NJ. The firm has been registered since 2024. It reports $141.5 million in regulatory assets under management and employs 3 people.
www.roxburyfinancial.comView on SEC.gov ↗

Roxbury Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Heather Levar ControlChief Compliance OfficerUnder 5%2024
Jonathan Michael Levar ControlManaging PartnerOver 75%2024

Frequently asked questions

How much does Roxbury Financial LLC manage?

Roxbury Financial LLC reports $141.5 million in regulatory assets under management on its Form ADV.

How many employees does Roxbury Financial LLC have?

Roxbury Financial LLC reports 3 employees.

Where is Roxbury Financial LLC located?

Roxbury Financial LLC is based in Mount Arlington, NJ and has been SEC-registered since 2024.

Does Roxbury Financial LLC disclose fund performance?

Roxbury Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Valley Road, Suite 205, Mount Arlington, NJ 07856
Phone973-928-7181
Office hours9 a.m. - 4 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.5M
Non-discretionary$0
Total (RAUM)$141.5M