2201 E. Camelback Road
Suite 227b
Phoenix, Arizona 85016
Tel: 602-956-0980
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105130 |
SEC# | 801-35594 |
Assets Managed by Firm | $1,534,106,429 |
No. of Clients | 1833 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1833 | $1,534,106,429 |
Individuals (other than high net worth individuals) | 236 | $123,364,484 |
High net worth individuals | 322 | $1,205,147,167 |
Pension and profit sharing plans | 10 | $37,454,266 |
Charitable organizations | 25 | $73,731,602 |
Corporations or other businesses | 50 | $51,532,904 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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