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Apple & Associates

● SEC registered since 2026CRD 126849SEC# 801-134872Grass Valley, CA
Export (members)
Reg. AUM
$138.1M
Employees
4
Accounts
538
Location
Grass Valley, CA

Apple & Associates assets under management

Apple & Associates is an investment advisory firm registered with the SEC based in Grass Valley, CA. The firm has been registered since 2026. It reports $138.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/dean-barda-cfp®-2b3133baView on SEC.gov ↗

Apple & Associates owners & executives

2 reported
NameTitleOwnershipSince
Daniel Bryce Apple ControlPartner50-75%2001
Michelle Lee Apple ControlPartner/Chief Compliance Officer50-75%2001

Frequently asked questions

How much does Apple & Associates manage?

Apple & Associates reports $138.1 million in regulatory assets under management on its Form ADV.

How many employees does Apple & Associates have?

Apple & Associates reports 4 employees.

Where is Apple & Associates located?

Apple & Associates is based in Grass Valley, CA and has been SEC-registered since 2026.

Does Apple & Associates disclose fund performance?

Apple & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address565 Brunswick Road, Suite 8, Grass Valley, CA 95945
Phone(530)-272-1346
Fax530-272-4156
Office hours8:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.1M
Non-discretionary$0
Total (RAUM)$138.1M