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| L Roy PAPP & Associates LLP
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|---|---|
| CRD # | 105130 |
| SEC # | 801-35594 |
| CIK # | 0000809339 |
| AUM | 1,621.8 M (2026-05-27) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 602-956-0980 |
| Address | 2201 E Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 57.6 | ||
| Alphabet Inc | 44.8 | ||
| Microsoft Corp | 43.4 | ||
| BlackRock Inc | 34.6 | ||
| O Reilly Automotive Inc | 30.7 | ||
| Visa Inc | 30.6 | ||
| Johnson & Johnson | 28.6 | ||
| Alphabet Inc | 28.2 | ||
| EOG Resources Inc | 26.0 | ||
| Thermo Fisher Scientific Inc | 25.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 128.8 |
| (b) Individuals (high net worth individuals) | 276 | 1,337.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 44.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 31.5 |
| (h) Charitable organizations | 13 | 66.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,847 | 1,621.8 |
| By Discretionary | ||
| Discretionary | 1,416 | 1,358.0 |
| Non-Discretionary | 431 | 263.8 |
| Total | 1,847 | 1,621.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,621.8 | |
| Total | 1,847 | 1,621.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000809339] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Penobscot Investment Management Company Inc
✚
|
MA | 1,635.0 M |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1,632.6 M |
|
Wealhouse Capital Limited Partnership
✚
|
1,628.0 M | |
|
Trivium Point Advisory LLC
✚
|
CT | 1,627.2 M |
|
Islandbridge Capital Limited
✚
|
1,617.4 M | |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1,609.5 M |
|
NBT Capital Management Inc
✚
|
NY | 1,608.5 M |
|
Bouchey Financial Group Ltd
✚
|
NY | 1,606.5 M |
|
Tanager Wealth Management LLP
✚
|
1,604.4 M | |
|
Linden Global Strategies LLC
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|
NY | 1,602.9 M |