1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2L. ROY PAPP & ASSOCIATES, LLP

Map pinPHOENIX, AZ
Phone602-956-0980
NotebookSEC #801-35594
Total AUM
$1.6B
Employees
10
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2201 E. CAMELBACK ROAD
SUITE 227B
PHOENIX
AZ 85016
United States
Operating Hours
8:30 A.M.- 5:00 P.M.
Monday - Friday
Phone
602-956-0980

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,847
Discretionary
$1.4B
Accounts
1,416
Non-Discretionary
$263.8M
Accounts
431

ContactClients

View more in analytics →

Individual Clients
273
AUM
$128.8M
HNW Individual Clients
276
AUM
$1.3B
Investment Company Clients
1
AUM
$44.1M
Pension/Profit Sharing Plan Clients
6
AUM
$31.5M
Charitable Organization Clients
13
AUM
$66.9M
Corporation or Business Clients
7
AUM
$13M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMINENVNYORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account