ROXBURY FINANCIAL LLC

ROXBURY FINANCIAL
MOUNT ARLINGTON, New Jersey·2 registered advisors·CRD# 330547
SEC# 801-1300930973-928-7181
01

Firm Overview

AUM
$129M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROXBURY FINANCIAL LLC

2 registered advisors
Heather Levar
MOUNT ARLINGTON, New Jersey
Jonathan Michael Levar
MOUNT ARLINGTON, New Jersey
05

Office Locations

MOUNT ARLINGTON, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. ROXBURY FINANCIAL LLC (CRD# 330547) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.