Aymen Kaboub

Apollon Wealth Management, LLC

12 Years of Experience

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Firm Information

Apollon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

115 advisors

Number of Clients

6,762 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.7B

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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Regulatory History

Clean regulatory record

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.