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L. ROY Papp & Associates, LLP

Headquartered in PHOENIX, AZ

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Firm Information

L. ROY Papp & Associates, LLP is an investment advisor located in Phoenix, Arizona. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting services. L. ROY Papp & Associates, LLP has approximately $1.5 billion in regulatory assets under management and serves a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

L. ROY Papp & Associates, LLP

2201 E. CAMELBACK ROAD

PHOENIX, AZ 85016

$1.53B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

L. ROY PAPP & ASSOCIATES, LLP has a total of 3 branch locations across the country.
location

San Diego, CA

location

Phoenix, AZ

location

PHOENIX, AZ

Advisors at L. ROY Papp & Associates, LLP

View All 12 Advisors
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Brian Michael Riordan

CFA®, RA

PHOENIX, AZ

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Alexander Jacques robert Arnon-bennett

RA

Phoenix, AZ

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Julie Ann Hein

RA

PHOENIX, AZ

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Christopher Lauren Schaefer

CFA®, RA

PHOENIX, AZ

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Gregory S Smith

CFA®, RA

PHOENIX, AZ

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Chris Weyland

RA

San Diego, CA

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Matthew Philip Baum

CFA®, RA

Phoenix, AZ

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Judith Ann MacIas

RA

Phoenix, AZ

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Disclosures

There are no public disclosures for L. ROY Papp & Associates, LLP.

Frequently Asked Questions (8)

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