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Gregory S Smith

L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, Arizona
Unclaimed Profile
2201 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2722099Firm CRD# 105130
01

About

Gregory S Smith is a registered financial advisor based in PHOENIX, Arizona, affiliated with L. ROY PAPP & ASSOCIATES, LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
L. ROY PAPP & ASSOCIATES, LLP
L. ROY PAPP & ASSOCIATES, LLP
AUM
$1.4B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at L. ROY PAPP & ASSOCIATES, LLP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2722099
Firm CRD# 105130
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory S Smith offer?
Gregory S Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Gregory S Smith's credentials?
Gregory S Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory S Smith located?
Gregory S Smith is based in PHOENIX, Arizona, working with L. ROY PAPP & ASSOCIATES, LLP. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Gregory S Smith charge for services?
Gregory S Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L. ROY PAPP & ASSOCIATES, LLP?
L. ROY PAPP & ASSOCIATES, LLP has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at L. ROY PAPP & ASSOCIATES, LLP

Victoria Susan Cavallero
PHOENIX, AZ
Jeffrey Nels Edwards
PHOENIX, AZ
Judith Ann Macias
PHOENIX, AZ
Marilyn Papp
PHOENIX, AZ
Matthew Philip Baum
PHOENIX, AZ
Timothy Kent Hardaway
PHOENIX, AZ

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