APPLE & ASSOCIATES

GRASS VALLEY, California·2 registered advisors·CRD# 126849
SEC# 801-62038530-272-1346
01

Firm Overview

AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APPLE & ASSOCIATES

2 registered advisors
Daniel Bryce Apple
GRASS VALLEY, California
Michelle Lee Apple
GRASS VALLEY, California
05

Office Locations

GRASS VALLEY, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. APPLE & ASSOCIATES (CRD# 126849) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.