Apple & Associates
Apple & Associates is an SEC-registered mass-market adviser in Grass Valley, CA with $137.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Apple & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126849, SEC 801-134872, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $137.7M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Grass Valley, CA
- Employees
- 4
- Clients
- 247
- CRD
- 126849
- Ownership
- APPLE, DANIEL, BRYCE; APPLE, MICHELLE, LEE
How much AUM does Apple & Associates have?
Apple & Associates reported $137.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Apple & Associates?
Disclosed owners and executives of Apple & Associates include APPLE, DANIEL, BRYCE, APPLE, MICHELLE, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.