Overview
Assets Under Management: $1.5 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 322
Average Client Assets: $4 million
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