Russell
Biehl

L. Roy Papp & Associates, Llp

CRD#4523340
Investment Advisor
in Phoenix, AZ

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About this Advisor

Russell Biehl is a financial advisor based in Phoenix, Arizona, working with L. Roy Papp & Associates, Llp. Russell has previously held positions at L. Roy Papp & Associates, Llp and Classic Investment Management, LLC. Russell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Russell is part of L. Roy Papp & Associates, Llp, which operates out of Phoenix, Arizona. The firm has 10 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at L. Roy Papp & Associates, Llp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

2201 E. Camelback Road Suite 227B
Phoenix, AZ 85016

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L. Roy Papp & Associates, Llp Brokerage Details

Total Assets Under Management

$1,422,503,926

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

1,741

AZ Average: 1,370
Average Account Size

$817,061

AZ Average: $1,135,308

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

Russell Biehl Work History

2015 - Present (9 years)

L Roy Papp & Associates, Llp

2007 - 2015 (8 years)

Classic Investment Management, LLC

Disclosures

Please visit the SEC profile of Russell Biehl 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

Matthew Baum
Phoenix, AZ
Chris Weyland
San Diego, CA
Russell Biehl
Phoenix, AZ
Gregory Smith
Phoenix, AZ
Christopher Schaefer
Phoenix, AZ
Brian Riordan
Phoenix, AZ
Judith Macias
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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