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GEORGE J. APPEL

APPEL, GEORGE JOHN

CRD 121081

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$40.9M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Hourly charges; Fixed fees; ONBOARDING, ACCOUNT OPENING, TRANSFER & ACCOUNT MAINTENANCE.

Org form

Sole Proprietorship

Filing date

2026-01-02

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)TAX PLANNING & TAX PREP

Client types

TypeClientsAUM
Individuals50$40.9M

Official SEC filing: View on IAPD