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Apple Investments (Grass Valley)


Apple Investments is a large advisory firm based in Grass Valley. It manages $69.25 million of regulatory assets for 1,217 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Apple Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Apple Investments: assets under management

The assets under management (AUM) of Apple Investments is $69.25 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.75 million in discretionary accounts and $29.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $37.92 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apple Investments for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grass Valley

The principal office where Apple Investments performs its advisory services is located at 10565 Brunswick Road, Suite 8, Grass Valley, CA 95945, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-272-1346 or by fax 530-272-4156. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.appleandassociates.com.


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