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Julie Ann Hein

L. ROY PAPP & ASSOCIATES, LLP·PHOENIX, Arizona
Unclaimed Profile
2201 E. CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2116306Firm CRD# 105130
01

About

Julie Ann Hein 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# 2116306
Firm CRD# 105130
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Hein offer?
Julie Ann Hein specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.
What are Julie Ann Hein's credentials?
Julie Ann Hein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Hein located?
Julie Ann Hein 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 Julie Ann Hein charge for services?
Julie Ann Hein'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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