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Apple & Associates (Grass Valley)


Apple & Associates is an adviser based in Grass Valley. It manages $66.79 million of regulatory assets for 986 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Apple & Associates provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Apple & Associates: assets under management

The assets under management (AUM) of Apple & Associates is $66.79 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.15 million in discretionary accounts and $19.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apple & Associates for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grass Valley

The principal office where Apple & Associates performs its advisory services is located at 565 Brunswick Road, Suite 8, Grass Valley, CA 95945, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-272-1346 or by fax 530-272-4156. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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