Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges fees for advisory services, but the specific fee structure is not detailed in this document. They offer financial planning and investment management services. Some IARs may provide tax services outside of Apollon Wealth's oversight. The document mentions potential conflicts of interest and mitigation strategies.
Areas of Practice
Advisor Information
Office location
91 Camden Street, Suite 310, Rockland, ME, 04841
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Briana is an investment advisor client facing at Apollon Wealth since August 2021. This activity takes nearly full-time, with 120 hours per month dedicated to advisory and trading activities.