APPLE & ASSOCIATES
CRD #126849 SEC #801-134872 GRASS VALLEY, CA 530-272-1346
SEC Registered
Total AUM
$138.1M
Discretionary
$138.1M
Employees
4
Clients
1
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $138.1M | $138.1M | $0 | 4 | 0 |
| Oct 2025 | $138.1M | $138.1M | $0 | 4 | 0 |
| Apr 2012 | $66.8M | $47.2M | $19.6M | 1 | 300 |
| Apr 2012 | $66.8M | $47.2M | $19.6M | 1 | 300 |
| Feb 2012 | $66.8M | $47.2M | $19.6M | 1 | 300 |
| Feb 2012 | $66.8M | $47.2M | $19.6M | 1 | 300 |
| Mar 2011 | $70.8M | $49.1M | $21.7M | 5 | -- |
| Mar 2008 | $72.5M | $49.6M | $22.9M | 5 | -- |
| Mar 2007 | $75.4M | $50.8M | $24.6M | 5 | -- |
| Feb 2006 | $76.6M | $51.4M | $25.2M | 5 | -- |
| Oct 2005 | $67.4M | $42.8M | $24.6M | 5 | -- |
| Sep 2005 | $67.4M | $42.8M | $24.6M | 5 | -- |
| Mar 2004 | $69.2M | $39.7M | $29.5M | 5 | -- |
DateNov 2025
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2025
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2012
Total AUM$66.8M
Discretionary$47.2M
Non-Disc.$19.6M
Employees1
Clients300
DateApr 2012
Total AUM$66.8M
Discretionary$47.2M
Non-Disc.$19.6M
Employees1
Clients300
DateFeb 2012
Total AUM$66.8M
Discretionary$47.2M
Non-Disc.$19.6M
Employees1
Clients300
DateFeb 2012
Total AUM$66.8M
Discretionary$47.2M
Non-Disc.$19.6M
Employees1
Clients300
DateMar 2011
Total AUM$70.8M
Discretionary$49.1M
Non-Disc.$21.7M
Employees5
Clients--
DateMar 2008
Total AUM$72.5M
Discretionary$49.6M
Non-Disc.$22.9M
Employees5
Clients--
DateMar 2007
Total AUM$75.4M
Discretionary$50.8M
Non-Disc.$24.6M
Employees5
Clients--
DateFeb 2006
Total AUM$76.6M
Discretionary$51.4M
Non-Disc.$25.2M
Employees5
Clients--
DateOct 2005
Total AUM$67.4M
Discretionary$42.8M
Non-Disc.$24.6M
Employees5
Clients--
DateSep 2005
Total AUM$67.4M
Discretionary$42.8M
Non-Disc.$24.6M
Employees5
Clients--
DateMar 2004
Total AUM$69.2M
Discretionary$39.7M
Non-Disc.$29.5M
Employees5
Clients--