Apple & Associates

Apple & Associates (CRD# 126849) is a financial advisory firm headquartered in Grass Valley, CA. They manage $103,373,407 in 538 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $192,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, OR, TX

Financial Advisors at Apple & Associates
Showing 1 - 3 of 3 top financial advisors.
1
Daniel B. Apple
CRD#: 1285182
565 Brunswick Road, Suite 8, Grass Valley, CA 95945

Daniel Apple (CRD# 1285182) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has over 37 years of experience in the finance industry.

2
Dean A. Barda
CRD#: 6883601
Bend, OR

Dean Barda (CRD# 6883601) is an Investment Advisor Representative working at Apple & Associates in Bend, OR and has over 6 years of experience in the finance industry.

3
Liam B. Apple
CRD#: 7635978
565 Brunswick Road, Suite 8, Grass Valley, CA 95945

Liam Apple (CRD# 7635978) is an Investment Advisor Representative working at Apple & Associates in Grass Valley, CA and has 1 year of experience in the finance industry.

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