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Apella acquires South Carolina RIA Morris Financial Concepts, adding $544M AUM
Apella Wealth has acquired Morris Financial Concepts, a registered investment adviser based in Mount Pleasant, South Carolina, for an undisclosed sum. This transaction brings approximately $544 million in assets under management (AUM) to Apella, expanding its presence in the southeastern US. This marks Apella's 28th acquisition, increasing its total AUM to roughly $12 billion.
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Source：Yahoo财经 · Source Link
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