APPLE & ASSOCIATES

APPLE & ASSOCIATES of GRASS VALLEY, CA is an SEC-registered investment adviser (CRD 126849). Regulatory assets under management: $137.7M.

Registration

• CRD: 126849
• SEC file number: 801-134872
• Type: Registered investment adviser
• Location: 565 BRUNSWICK ROAD, SUITE 8, GRASS VALLEY, CA, 95945
• Phone: (530)-272-1346
• Latest filing: 2026-03-04
• Regulatory AUM: $137.7M
• Discretionary AUM: $137.7M
• Clients: 4
• Accounts: 525

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126849 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search