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APOLLON WEALTH MANAGEMENT, LLC
835 Coleman Blvd
Suite 102
Mount Pleasant, South Carolina 29464
Tel: 843-579-0018
About APOLLON WEALTH MANAGEMENT, LLC
APOLLON WEALTH MANAGEMENT, LLC, formally registered with the SEC as APOLLON WEALTH MANAGEMENT, LLC. The firm was established in 01/22/2018. They have over 35 offices throughout the country.
APOLLON WEALTH MANAGEMENT, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $3,362,897,429 assets under management, offering retirement planning & investment advisory services to 11192 clients. The firm is staffed with 117 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 291902 |
| SEC# | 801-112350 |
| Assets Managed by Firm | $3,362,897,429 |
| No. of Clients | 11192 |
| No. of Advisors | 117 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11192 | $3,362,897,429 |
| Individuals (other than high net worth individuals) | 3621 | $1,884,335,806 |
| High net worth individuals | 331 | $1,280,520,586 |
| Pension and profit sharing plans | 5 | $4,445,385 |
| Charitable organizations | 5 | $47,225,255 |
| Corporations or other businesses | 31 | $90,143,565 |
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|---|---|---|---|
| $368,018,536,946 | 1688501 | 31366 | |
| $26,631,669,631 | 59 | 368 | |
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| $3,451,348,607 | 922 | 10 | |
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