Rosellen
Papp
L. Roy Papp & Associates, Llp
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About this Advisor
Rosellen Papp is a chartered financial analyst operating in Phoenix, Arizona with a total of 20 years of industry experience. Papp currently works for L. Roy Papp & Associates, Llp. They have spent their whole time as a financial advisor at L. Roy Papp & Associates, Llp. Papp is approved to work in Arizona. L. Roy Papp & Associates, Llp is a business operating out of Phoenix, AZ. It manages $1 billion in total assets among its 1,724 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to 24 charities and foundations. Of its 1,724 client accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on the type of financial services. Fee types charged by L. Roy Papp & Associates, Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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L. Roy Papp & Associates, Llp Brokerage Details
$1,264,971,951
10
1,724
$733,742
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rosellen Papp Work History
Rosellen has been registered as a financial advisor for 20 years.*
L. Roy Papp & Associates, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rosellen Papp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at L. Roy Papp & Associates, Llp
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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