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Apple & Associates

Apple & Associates. CRD 126849

Apple & Associates logo

CRD: 126849

Apple & Associates

Grass Valley, CA, 95945
5302721346
www.appleandassociates.com
$137.7M Total AUM
$137.7M Disc. AUM
-- 3Y CAGR
4 Employees
247 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
Quantum foundationNorth +more
Established Date
01-01-2001
Office Locations
2

Office Locations

565 Brunswick Road Suite 8 Grass Valley CA
-- Bend OR

About Apple & Associates

Apple & Associates is an independent wealth management firm providing financial planning, retirement planning, and investment management, with an education-first approach focused on guiding families through life milestones. The team builds portfolios from a broad range of solutions, including ETFs and mutual funds, and is positioned for distribution via custody relationships such as Charles Schwab.

Team overview

-- AVG AGE
$45.9M AVG AUM / ADVISOR
$557.5K AVG AUM / CLIENT
15.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Momentum atlas Focus

Client Personas

Alpha unison

Custodian

Horizon Oak vector Frontier Fusion glacier

Investment Themes

Capital Signal Fusion foundation Beacon ember

Investment Vehicles

Beacon Pioneer quantum

Services

Bridge element Frontier vertex Radial Pioneer quantum Fusion Peak Catalyst catalyst Peak beacon Timber horizon Catalyst Glacier

Technology

Peak Ridge legacy Signal

Owner & Executives

DANIEL BRYCE APPLE

DANIEL BRYCE APPLE

PARTNER, Wealth Management Advisor

CRD
#1285182
Ownership
50% but less than 75%
(600) 378-5853
radial.catalyst@frontiercapital.com
in linkedin.com/in/timber-peak
M

MICHELLE LEE APPLE

Chief Compliance Officer, PARTNER

CRD
--
Ownership
50% but less than 75%
(650) 913-2998
timber.foundation@insightcapital.com
in linkedin.com/in/timber-oak

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Contacts

L

Liam Bryce Apple

Wealth Management Advisor

CRD
#7635978
(957) 464-5362
foundation.radial@atlascapital.com
in linkedin.com/in/horizon-pathway
Dean Avraham Bardon

Dean Avraham Bardon

--

CRD
#6883601
(558) 219-6465
oak.insight@optimacapital.com
in linkedin.com/in/optima-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-01-2011
04-17-2012
03-04-2026
Category Assets AVG. Account size
Discretionary $137,703,665 $262,293
Non-Discretionary $0 --
Total $137,703,665 $262,293

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Separately Managed Accounts

Total SMA Asset: $137,703,665

$137.7M Total SMA
Equity - Exchange:
30.9%
Public Funds:
36.9%
Cash:
32.2%
Asset class Assets Assets %
Equity - Exchange $1,886,282,194 30.9%
Public Funds $2,252,550,582 36.9%
Cash $1,965,640,345 32.2%
Total $6,104,473,121 100.0%

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