AC
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Loading...
Advisor Information
Office location
Charlotte, NC
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Allen is involved with C TAC Holding LLC, a business consulting company focused on strategic and financial planning. He spends a few hours per week on this activity.
Employment History
Current Registrations
Apollon Wealth Management, LLC
May 2024 - Present · 1 yr 8 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.