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Building 2APOLLON FINANCIAL, LLC

Map pinMOUNT PLEASANT, SC
Phone843-579-0018
NotebookSEC #801-125787
Total AUM
$1.4B
Employees
29
Clients
1,258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 COLEMAN BLVD
SUITE 402
MOUNT PLEASANT
SC 29464
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
843-579-0018
Other Offices
6

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,819
Discretionary
$1.4B
Accounts
2,819
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
827
AUM
$310.4M
HNW Individual Clients
429
AUM
$1.1B
Corporation or Business Clients
2
AUM
$142.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILINLAMAMDMIMNMONCNENHNJNYOHPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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