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Michelle Lee Apple

APPLE & ASSOCIATES·GRASS VALLEY, California
Clean recordAPPLE & ASSOCIATES
565 BRUNSWICK ROAD, SUITE 8, GRASS VALLEY, CA 95945CRD# 3173177Firm CRD# 126849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Lee Apple · GRASS VALLEY, CA
Registration
CRD #3173177 · APPLE & ASSOCIATES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Lee Apple is a registered financial advisor based in GRASS VALLEY, California, affiliated with APPLE & ASSOCIATES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
APPLE & ASSOCIATES
APPLE & ASSOCIATES
AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at APPLE & ASSOCIATES →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3173177
Firm CRD# 126849
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Lee Apple offer?
Michelle Lee Apple specializes in Financial Planning, Investment Management. Contact their office in GRASS VALLEY, California for a consultation.
What are Michelle Lee Apple's credentials?
Michelle Lee Apple is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Lee Apple located?
Michelle Lee Apple is based in GRASS VALLEY, California, working with APPLE & ASSOCIATES. Their office serves clients in the GRASS VALLEY metropolitan area and surrounding communities.
How does Michelle Lee Apple charge for services?
Michelle Lee Apple's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPLE & ASSOCIATES?
APPLE & ASSOCIATES has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APPLE & ASSOCIATES

Daniel Bryce Apple
GRASS VALLEY, CA

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Research
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