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 registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves a mix of individual, family and institutional clients, providing financial planning and portfolio management focused on individuals and small businesses. Its fee model combines asset-based fees with fixed-fee engagements. Roxbury Financial does not position itself as a capital allocator and is not marked as an ESG-active adviser; it also reports that it is not a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Heather LeVar
CCOCRD 4680682
Jonathan LeVar
Managing PartnerCRD 5143977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$46.8M in ETFs
71%
$33.1M
24%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH ETF (FBCG) | Fidelity | Active | Large Growth | $5.1M | 82,001 | 10.89% |
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
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