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Diana Lynn Bacon

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut
Unclaimed Profile
65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 3082742Firm CRD# 171106
01

About

Diana Lynn Bacon is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with APELLA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
APELLA CAPITAL, LLC
APELLA WEALTH
AUM
$3.3B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at APELLA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.
Regulatory
SEC/IARD CRD# 3082742
Firm CRD# 171106
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diana Lynn Bacon offer?
Diana Lynn Bacon specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Diana Lynn Bacon's credentials?
Diana Lynn Bacon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana Lynn Bacon located?
Diana Lynn Bacon is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Diana Lynn Bacon charge for services?
Diana Lynn Bacon's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APELLA CAPITAL, LLC?
APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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