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L. ROY PAPP & ASSOCIATES, LLP

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

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About L. ROY PAPP & ASSOCIATES, LLP

L ROY PAPP & ASSOCIATES, LLP, formally registered with the SEC as L ROY PAPP & ASSOCIATES, LLP. The firm was established in 10/01/1989. They have over 1 offices throughout the country.

L. ROY PAPP & ASSOCIATES, LLP is a Phoenix, Arizona based Financial Planning firm with nearly $1,534,106,429 assets under management, offering retirement planning & investment advisory services to 1833 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105130
SEC#801-35594
Assets Managed by Firm$1,534,106,429
No. of Clients1833
No. of Advisors10

Fee Structure

  • A percentage of AUM

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

Firm Client Information

No. of ClientsAUM
Firm Total1833$1,534,106,429
Individuals (other than high net worth individuals)236$123,364,484
High net worth individuals322$1,205,147,167
Pension and profit sharing plans10$37,454,266
Charitable organizations25$73,731,602
Corporations or other businesses50$51,532,904

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