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Apple, Daniel Bryce (Grass Valley)


Apple, Daniel Bryce is a large advisory firm based in Grass Valley. It manages $55.09 million of regulatory assets for 1,168 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Apple, Daniel Bryce 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, Daniel Bryce: assets under management

The assets under management (AUM) of Apple, Daniel Bryce is $55.09 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.6 million in discretionary accounts and $23.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $74.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apple, Daniel Bryce 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, Daniel Bryce 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 a.m. - 5:00 p.m. on Monday - Friday.


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