APP

Overview

APP is an independent, individual-owned RIA that serves primarily individuals and families. The firm combines financial planning and portfolio management for individual and small-business clients with insurance brokerage activity. Its advisory services list financial planning, portfolio management and pension consulting. Fee arrangements are varied — percentage of AUM, hourly charges and fixed fees are all used. APP does not operate as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices