Apella Capital

Apella Capital (CRD# 171106) is a financial advisory firm headquartered in Glastonbury, CT. They manage $146,000,000 in 598 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $244,147
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, NJ, NY, PA, RI, VA, VT

Financial Advisors at Apella Capital
No Advisor Found.
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