Apple & Company, Inc.

Overview

Apple & Company, Inc. is an independent, corporation-structured registered investment adviser serving individuals and families. The firm focuses on financial planning and portfolio management for individuals and small businesses. It charges a mix of percentage-of-AUM, hourly, and fixed fees rather than relying on commissions. The firm is not structured as a direct capital allocator; instead, it uses third-party managers for alternatives and pooled products. Apple & Company, Inc. does not identify as an active ESG investor and does not report multi-state adviser status or pension consulting as part of its core services.

Assets & Accounts

Public Holdings

Investments & Alternatives