Apple & Associates
Apple & Associates (CRD# 126849) is a financial advisory firm headquartered in Grass Valley, CA. They manage $50,605,344 in 359 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts359ACCOUNTS
Average Account Value$140,962
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Apple (CRD# 1285182) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has over 32 years of experience in the finance industry. Daniel Apple has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Curtis Yew (CRD# 5118074) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has 1 year of experience in the finance industry.