Company Information

Get to know Apella - Bellevue

Apella Capital is an independent financial advisory firm that operates on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Founded to deliver goals-based financial advice and institutional-level investment management, the firm serves individuals, families, and institutions. Their services encompass financial planning, retirement planning, investment management, and wealth management, aiming to provide clarity and confidence to their clients' financial lives. The Bellevue office is one of their key locations serving clients in the Pacific Northwest.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Apella - Bellevue

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.