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 $1,264,971,951 assets under management, offering retirement planning & investment advisory services to 1724 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105130 |
SEC# | 801-35594 |
Assets Managed by Firm | $1,264,971,951 |
No. of Clients | 1724 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1724 | $1,264,971,951 |
Individuals (other than high net worth individuals) | 199 | $28,590,258 |
High net worth individuals | 324 | $1,055,220,751 |
Pension and profit sharing plans | 16 | $33,775,375 |
Charitable organizations | 24 | $68,267,577 |
Corporations or other businesses | 55 | $40,741,017 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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