APPLE & ASSOCIATES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $137.7M |
| Discretionary | $137.7M100% of AUM |
| Client Accounts | 525 |
| Avg Account Size | $262K |
| Employees | 4 |
| Peak AUM | $138.1MOct 2025 |
AUM by Client Type
Total AUM
$138M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $138M | 0.3% | — | — | |
| Discretionary AUM | $138M | ||||
Key Metrics
| Total AUM | $137.7M |
| Discretionary | $137.7M |
| Employees | 4 |
| Client Accounts | 525 |
| Client Range | 1-10 |
Contact & Location
Address
565 BRUNSWICK ROAD, SUITE 8
GRASS VALLEY CA 95945
Phone
(530)-272-1346
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$138M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported