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Apple & Associates
Apple & Associates is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 126849, SEC file 801-134872), with its main office...
Overview
Apple & Associates is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 126849, SEC file 801-134872), with its main office in Grass Valley, California. Its Form ADV filed on 4 March 2026 reports $137.7M in regulatory assets under management across 525 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$137.7M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Grass Valley
Corporate office
Grass Valley, CA, United States
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