G
$40.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-19-1994
- Office Locations
- 1
Office Locations
-- Harveys Lake PA
About George J. Appel
George J. Appel is a Harveys Lake-based RIA. The firm has been operating for 32 years. Managing $40.9M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$40.9M AVG AUM / ADVISOR
$818.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
G
GEORGE J. APPEL
--
- CRD
- #4604755
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,902,124 | -- |
| Total | $40,902,124 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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