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Financial Advisor
Arizona
Phoenix
L. ROY PAPP & ASSOCIATES, LLP

L. ROY PAPP & ASSOCIATES, LLP

Tel: 602-956-0980 2201 E. Camelback Road Suite 227b Phoenix, Arizona 85016

About L. ROY PAPP & ASSOCIATES, LLP

L. ROY PAPP & ASSOCIATES, LLP is a Phoenix, Arizona based financial advisory firm with nearly $1,534,106,429 in assets under management and provides investment advisory services for 1833 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

105130

Firm SEC#:

801-35594

Assets Under Management:

$1,534,106,429

No. of Clients:

1833

No. of Advisors:

10

Employees Providing Investment Advice:

10

SEC Registration Status:

Approved since Oct 1, 1989

Website:

roypapp.com

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM

Clients by Type

Client TypeClientsAssets Under Management
Individuals (other than high net worth)236$123,364,484
High net worth individuals322$1,205,147,167
Investment companies1$42,876,006
Pension and profit sharing plans10$37,454,266
Charitable organizations25$73,731,602
Corporations or other businesses50$51,532,904

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