Matthew Philip Baum
Investment adviser representative at L. Roy Papp & Associates, LLP
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
Are you Matthew Philip Baum? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- L. Roy Papp & Associates, LLPMay 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (AZ).
L. Roy Papp & Associates, LLP
$1.6BAssets managed
576Clients
11Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5535260
- Firm CRD
- 105130