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Building 2APPLE & ASSOCIATES

Map pinGRASS VALLEY, CA
Phone(530)-272-1346
NotebookSEC #801-134872
Total AUM
$137.7M
Employees
4
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 BRUNSWICK ROAD, SUITE 8
GRASS VALLEY
CA 95945
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(530)-272-1346
Other Offices
1

ReceiptFinancials

Total AUM
$137.7M
Accounts
525
Discretionary
$137.7M
Accounts
525
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
199
AUM
$44.7M
HNW Individual Clients
40
AUM
$86.7M
Pension/Profit Sharing Plan Clients
8
AUM
$3.2M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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