|
⚲
|
| Keyboard |
| Apple & Associates
✚
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|
|---|---|
| CRD # | 126849 |
| SEC # | 801-134872 |
| CIK # | |
| AUM | 137.7 M (2026-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 530-272-1346 |
| Address | 565 Brunswick Road, Suite 8 Grass Valley, CA 95945 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 44.7 |
| (b) Individuals (high net worth individuals) | 40 | 86.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 137.7 |
| By Discretionary | ||
| Discretionary | 525 | 137.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 137.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.7 | |
| Total | 525 | 137.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burr Financial Services LLC
✚
|
138.1 M | |
|
Arbor Wealth Management LLC
✚
|
AZ | 138.1 M |
|
American Investment Advisors Inc
✚
|
WI | 137.9 M |
|
Prince Asset Management Inc
✚
|
FL | 137.7 M |
|
Eubank Hutson & Associates LLC
✚
|
TX | 137.7 M |
|
XXEC Inc
✚
|
OK | 137.5 M |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 137.5 M |
|
Sustainvest Asset Management LLC
✚
|
NJ | 137.4 M |
|
Wallender Timothy Joseph
✚
|
CA | 137.3 M |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 137.3 M |