Roxbury Financial LLC
● SEC registered since 2024CRD 330547SEC# 801-130093Mount Arlington, NJ
Reg. AUM
$180.5M
Employees
3
Accounts
576
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 $180.5 million in regulatory assets under management and employs 3 people.
Roxbury Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Levar Control | Chief Compliance Officer | Under 5% | 2024 |
| Jonathan Michael Levar Control | Managing Partner | Over 75% | 2024 |
Frequently asked questions
How much does Roxbury Financial LLC manage?
Roxbury Financial LLC reports $180.5 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
| Address | 200 Valley Road, Suite 205, Mount Arlington, NJ 07856 |
| Phone | 973-928-7181 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$180.5M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$180.5Mregulatory AUM
Discretionary $163MNon-discretionary $17.5M