Overview
Assets Under Management: $1.5 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 322
Average Client Assets: $4 million
Frequently Asked Questions
L. ROY PAPP & ASSOCIATES, LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105130), L. ROY PAPP & ASSOCIATES, LLP is subject to fiduciary duty under federal law.
L. ROY PAPP & ASSOCIATES, LLP is headquartered in PHOENIX, AZ.
L. ROY PAPP & ASSOCIATES, LLP serves 322 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, L. ROY PAPP & ASSOCIATES, LLP offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and pension consulting services. View all service details ↓
L. ROY PAPP & ASSOCIATES, LLP manages $1.5 billion in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, L. ROY PAPP & ASSOCIATES, LLP serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 322
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.56
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,833
Discretionary Accounts: 1,365
Non-Discretionary Accounts: 468
Regulatory Filings
CRD Number: 105130
Last Filing Date: 2025-02-03 00:00:00
Website: https://roypapp.com