ROXBURY FINANCIAL LLC
Legal name: ROXBURY FINANCIAL
CRD #330547 SEC #801-130093 MOUNT ARLINGTON, NJ 973-928-7181
SEC Registered
Total AUM
$141.5M
Discretionary
$141.5M
Employees
3
Clients
10
Accounts
542
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVAR, HEATHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LeVar, Heather | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVAR, JONATHAN MICHAEL | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
| LeVar, Jonathan, Michael | I | MANAGING PARTNER | E | Control |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (7)
FL NH NJ NY PA SC VA
Address
200 VALLEY ROADSUITE 205
MOUNT ARLINGTON, NJ 07856
United States
Phone: 973-928-7181