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APOLLON FINANCIAL, LLC

111 Coleman Blvd
Suite 402
Mount Pleasant, South Carolina 29464
Tel: 843-579-0018

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About APOLLON FINANCIAL, LLC

APOLLON FINANCIAL, LLC, formally registered with the SEC as APOLLON FINANCIAL, LLC. The firm was established in 06/02/2022. They have over 3 offices throughout the country.

APOLLON FINANCIAL, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $482,318,690 assets under management, offering retirement planning & investment advisory services to 927 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#321217
SEC#801-125787
Assets Managed by Firm$482,318,690
No. of Clients927
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total927$482,318,690
Individuals (other than high net worth individuals)339$127,917,996
High net worth individuals107$346,001,350
Pension and profit sharing plans3$8,399,344

More Retirement Planning firms in Mount Pleasant, South Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LPL FINANCIAL LLC
1055 Lpl Way
Fort Mill, SC, 29715
$463,475,486,343191054535841
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

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