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Gregory S Smith

L. ROY Papp & Associates, LLP

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About Gregory S Smith

Gregory S. Smith is a financial advisor registered in Arizona with L. Roy Papp & Associates, LLP. Gregory Smith is a Chartered Financial Analyst and has been in the industry since July 2005. Gregory Smith specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Gregory Smith is currently registered with L. ROY Papp & Associates, LLP. 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.

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Gregory Smith’s Registration & Firm History

AZ

11/12/2021 - Present

L. ROY Papp & Associates, LLP (PHOENIX AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory S Smith.
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