Apple & Associates
● SEC registered since 2026CRD 126849SEC# 801-134872Grass Valley, CA
Reg. AUM
$137.7M
Employees
4
Accounts
525
Location
Grass Valley, CA
Apple & Associates assets under management
Apple & Associates is an investment advisory firm registered with the SEC based in Grass Valley, CA. The firm has been registered since 2026. It reports $137.7 million in regulatory assets under management and employs 4 people.
Apple & Associates owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Bryce Apple Control | Partner | 50-75% | 2001 |
| Michelle Lee Apple Control | Partner/Chief Compliance Officer | 50-75% | 2001 |
Frequently asked questions
How much does Apple & Associates manage?
Apple & Associates reports $137.7 million in regulatory assets under management on its Form ADV.
How many employees does Apple & Associates have?
Apple & Associates reports 4 employees.
Where is Apple & Associates located?
Apple & Associates is based in Grass Valley, CA and has been SEC-registered since 2026.
Does Apple & Associates disclose fund performance?
Apple & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 565 Brunswick Road, Suite 8, Grass Valley, CA 95945 |
| Phone | (530)-272-1346 |
| Fax | 530-272-4156 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.7MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$137.7Mregulatory AUM
Discretionary $137.7M