Assets Under Management

$4.7B

Number of Clients

3,976

Number of Advisors

68

Average Client AUM

$1.2M

AUM per Advisor

$69.3M

Compensation

Fee-Only (AUM)

About This Firm

Apella Capital, LLC provides discretionary and non-discretionary investment management, held away portfolio advice, sub-advisory services, and financial planning. They offer an automated investment platform called Apella Ascent. The firm utilizes various investment approaches and techniques, emphasizing quantitative research and proprietary models.

Fee Structure

Minimum Investment:$500K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

68 Advisors at this firm

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