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L. ROY PAPP & ASSOCIATES, LLP
CRD 105130 · SEC 801-35594
2201 E. CAMELBACK ROAD, SUITE 227B, PHOENIX, AZ, 85016, United States
Phone
602-956-0980
Fax
602-956-7053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.62B
Discretionary AUM
$1.36B
Team
10 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Partnership
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $128.8M |
| High net worth individuals | 276 | $1.34B |
| Investment companies | 1 | $44.1M |
| Pension/profit sharing plans | 6 | $31.5M |
| Charitable organizations | 13 | $66.9M |
| Corporations/business entities | 7 | $13.0M |
States served
AZ, CA, CO, GA, IL, MI, NE, NV, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD