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