Alan
Holman
Apollon Wealth Management, LLC
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About this Advisor
Alan Holman is a certified financial planner based in Denver, Colorado with 2 years of industry experience. Holman is currently employed by Apollon Wealth Management, LLC. The advisor has gained experience at Alan Holman CFP®, Cascade Financial Management and Apollon Wealth Management, LLC. Holman maintains a Series 63 license, designating them as a securities agent, and is registered to operate in Colorado. Apollon Wealth Management, LLC is a company based in Mount Pleasant, SC. It has offices in 34 locations and a total of 117 people on staff. It oversees $3 billion in assets across its 11,192 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,192 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets. Apollon Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Apollon Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$3,362,897,429
117
11,192
$300,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Alan Holman Work History
Alan has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Alan Holman CFP®
Cascade Financial Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Holman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Mount Pleasant, SC
Mount Pleasant, SC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
