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APPLE & ASSOCIATES
CRD 126849 · SEC 801-134872
565 BRUNSWICK ROAD, SUITE 8, GRASS VALLEY, CA, 95945, United States
Phone
(530)-272-1346
Fax
530-272-4156
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.7M
Discretionary AUM
$137.7M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Partnership
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $44.7M |
| High net worth individuals | 40 | $86.7M |
| Pension/profit sharing plans | 8 | $3.2M |
States served
CA, ID, OR, TX
All web addresses on file
Official SEC filing: View on IAPD