L. ROY PAPP & ASSOCIATES, LLP
CRD #105130 SEC #801-35594 PHOENIX, AZ 602-956-0980
SEC Registered
Total AUM
$1.5B
Discretionary
$1.3B
Employees
10
Clients
--
Accounts
1,833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.5B | $1.3B | $251.8M | 10 | 0 |
| Jan 2025 | $1.5B | $1.3B | $251.8M | 10 | 0 |
| Feb 2024 | $1.4B | $1.2B | $235.8M | 10 | 0 |
| Feb 2024 | $1.4B | $1.2B | $235.8M | 10 | 0 |
| Mar 2023 | $1.3B | $1B | $215.9M | 10 | 0 |
| Mar 2022 | $1.4B | $1.3B | $166.6M | 11 | 0 |
| Mar 2021 | $1.2B | $1.2B | $80.3M | 11 | 0 |
| Dec 2020 | $1.1B | $1B | $50.4M | 11 | 7 |
| Jun 2020 | $1.1B | $1B | $50.4M | 11 | 7 |
| Mar 2020 | $1.1B | $1B | $50.4M | 11 | 7 |
| Mar 2019 | $903.7M | $828M | $75.7M | 11 | 10 |
| Mar 2018 | $954.2M | $843.4M | $110.8M | 11 | 10 |
| Mar 2017 | $879.1M | $783.9M | $95.2M | 11 | 400 |
| Mar 2017 | $879.1M | $783.9M | $95.2M | 11 | 400 |
| Mar 2016 | $794.9M | $717.5M | $77.5M | 10 | 400 |
| Mar 2015 | $810.7M | $730M | $80.7M | 10 | 300 |
| Oct 2014 | $782.1M | $696.7M | $85.4M | 10 | 300 |
| Mar 2014 | $782.1M | $696.7M | $85.4M | 10 | 300 |
| Mar 2013 | $680.6M | $606M | $74.6M | 9 | 300 |
| Jan 2013 | $659.6M | $577.9M | $81.7M | 9 | 300 |
| Mar 2012 | $659.6M | $577.9M | $81.7M | 6 | 300 |
| Apr 2011 | $580.6M | $460.8M | $119.8M | 10 | -- |
| Mar 2008 | $517M | $347.4M | $169.6M | 10 | -- |
| Mar 2007 | $529.2M | $359.2M | $170.1M | 10 | -- |
| Dec 2006 | $561.3M | $374.5M | $186.8M | 10 | -- |
| May 2005 | $570.2M | $547.3M | $23M | -- | -- |
| Feb 2005 | $584.2M | $216.8M | $367.4M | -- | -- |
| Apr 2004 | $584.2M | $216.8M | $367.4M | -- | -- |
| Apr 2004 | $584.2M | $216.8M | $367.4M | -- | -- |
| Dec 2003 | $613.4M | $234.3M | $379.1M | -- | -- |
| Mar 2002 | $803M | $293.3M | $509.8M | -- | -- |
DateFeb 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$251.8M
Employees10
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$251.8M
Employees10
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$235.8M
Employees10
Clients0
DateFeb 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$235.8M
Employees10
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1B
Non-Disc.$215.9M
Employees10
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$166.6M
Employees11
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$80.3M
Employees11
Clients0
DateDec 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$50.4M
Employees11
Clients7
DateJun 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$50.4M
Employees11
Clients7
DateMar 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$50.4M
Employees11
Clients7
DateMar 2019
Total AUM$903.7M
Discretionary$828M
Non-Disc.$75.7M
Employees11
Clients10
DateMar 2018
Total AUM$954.2M
Discretionary$843.4M
Non-Disc.$110.8M
Employees11
Clients10
DateMar 2017
Total AUM$879.1M
Discretionary$783.9M
Non-Disc.$95.2M
Employees11
Clients400
DateMar 2017
Total AUM$879.1M
Discretionary$783.9M
Non-Disc.$95.2M
Employees11
Clients400
DateMar 2016
Total AUM$794.9M
Discretionary$717.5M
Non-Disc.$77.5M
Employees10
Clients400
DateMar 2015
Total AUM$810.7M
Discretionary$730M
Non-Disc.$80.7M
Employees10
Clients300
DateOct 2014
Total AUM$782.1M
Discretionary$696.7M
Non-Disc.$85.4M
Employees10
Clients300
DateMar 2014
Total AUM$782.1M
Discretionary$696.7M
Non-Disc.$85.4M
Employees10
Clients300
DateMar 2013
Total AUM$680.6M
Discretionary$606M
Non-Disc.$74.6M
Employees9
Clients300
DateJan 2013
Total AUM$659.6M
Discretionary$577.9M
Non-Disc.$81.7M
Employees9
Clients300
DateMar 2012
Total AUM$659.6M
Discretionary$577.9M
Non-Disc.$81.7M
Employees6
Clients300
DateApr 2011
Total AUM$580.6M
Discretionary$460.8M
Non-Disc.$119.8M
Employees10
Clients--
DateMar 2008
Total AUM$517M
Discretionary$347.4M
Non-Disc.$169.6M
Employees10
Clients--
DateMar 2007
Total AUM$529.2M
Discretionary$359.2M
Non-Disc.$170.1M
Employees10
Clients--
DateDec 2006
Total AUM$561.3M
Discretionary$374.5M
Non-Disc.$186.8M
Employees10
Clients--
DateMay 2005
Total AUM$570.2M
Discretionary$547.3M
Non-Disc.$23M
Employees--
Clients--
DateFeb 2005
Total AUM$584.2M
Discretionary$216.8M
Non-Disc.$367.4M
Employees--
Clients--
DateApr 2004
Total AUM$584.2M
Discretionary$216.8M
Non-Disc.$367.4M
Employees--
Clients--
DateApr 2004
Total AUM$584.2M
Discretionary$216.8M
Non-Disc.$367.4M
Employees--
Clients--
DateDec 2003
Total AUM$613.4M
Discretionary$234.3M
Non-Disc.$379.1M
Employees--
Clients--
DateMar 2002
Total AUM$803M
Discretionary$293.3M
Non-Disc.$509.8M
Employees--
Clients--