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Building 2APPLE & ASSOCIATES

Map pinGRASS VALLEY, CA
Phone530-272-1346
NotebookSEC #801-62038
Total AUM
$66.8M
Employees
3
Clients
0

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 AM - 5:00 PM
Monday - Friday
Phone
530-272-1346

ReceiptFinancials

Total AUM
$66.8M
Accounts
986
Discretionary
$47.2M
Accounts
446
Non-Discretionary
$19.6M
Accounts
540

ContactClients

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None reported

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
CA

HandshakeAffiliates

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

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