Roxbury Financial
Firm details
- Headquarters
- Mount Arlington, New Jersey
- CRD number
- 330547
- Registered since
- April 29, 2024
- Website
- www.roxburyfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.42%
- Individuals28.56%
- Pension & Profit Sharing Plans9.7%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Roxbury Financial is an independent, owner-operated registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and serves both individual/family clients and institutional accounts. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation comes through AUM-based fees and fixed fees. The firm reports it is not an active ESG investor and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities43%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Jonathan LeVar
Managing PartnerCRD 5143977
Heather LeVar
CCOCRD 4680682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$48.2M in ETFs
70%
$33.8M
24%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $5.2M | 81,989 | 10.75% |
Location
Mount Arlington, NJ
Morris
Location
Mount Arlington, NJ
Headquartered in Mount Arlington, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 200 Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Woloshin Investment Management, LLC
RIAMedford, NJ
Anchored Financial Planning LLC
RIAWest Deptford, NJ
PCB Capital LLC
RIAEast Brunswick, NJ
Halberstadt Financial Consultants Inc
RIAPrinceton, NJ
SFI Advisors, LLC
RIAMontclair, NJ
Emissary Wealth
RIAHackensack, NJ