L Roy Papp & Associates (Phoenix)

L Roy Papp & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

L Roy Papp & Associates: assets under management

The assets under management (AUM) of L Roy Papp & Associates is $803.05 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $293.26 million in discretionary accounts and $509.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.74 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay L Roy Papp & Associates for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where L Roy Papp & Associates performs its advisory services is located at 6225 N. 24 Th Street, Ste 150, Phoenix, AZ 85016, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 602-956-0980 or by fax 602-956-1953. The normal business hours are 8:30 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.roypapp.com.

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