APP

APP of SAN MATEO, CA is an SEC-registered investment adviser (CRD 324537). Regulatory assets under management: $12.9M.

Registration

• CRD: 324537
• Type: Registered investment adviser
• Location: 1900 S. NORFOLK ST., SAN MATEO, CA, 94403
• Phone: 949-877-3505
• Latest filing: 2026-03-16
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search