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).
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Total Assets Under Management103MILLION
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Total Number of Accounts538ACCOUNTS
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Average Account Value$192,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX
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.
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.
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.