Roxbury Financial
Roxbury Financial is an SEC-registered mass-market adviser in Mount Arlington, NJ with $180.5M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Roxbury Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330547, SEC 801-130093, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $180.5M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Mount Arlington, NJ
- Employees
- 3
- Clients
- 245
- CRD
- 330547
- Ownership
- LeVar, Jonathan, Michael; LEVAR, JONATHAN MICHAEL; LeVar, Heather; LEVAR, HEATHER
How much AUM does Roxbury Financial have?
Roxbury Financial reported $180.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Roxbury Financial?
Disclosed owners and executives of Roxbury Financial include LeVar, Jonathan, Michael, LEVAR, JONATHAN MICHAEL, LeVar, Heather, LEVAR, HEATHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.