Appleseed Advisory, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 342466
- Registered since
- June 24, 2026
- Fee structure
- Other
Firm profile
FINTRXOverview
Appleseed Advisory, LLC is organized as a limited liability company and recently registered with the SEC in 2026. The firm is identified in the source data as "unclassified," and it is designated a newly formed adviser. Reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or act as a related adviser. The firm lists its fee structure as "other." Beyond these registry attributes, the firm has supplied very limited public disclosure about its business activities, client focus, or service model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 455 Market St
- Time zone
- PT (UTC-8)
- Office locations
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