Matthew
Workman
Apollon Wealth Management, LLC
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About this Advisor
Matthew Workman is a financial advisor based in Denver, Colorado, working with Apollon Wealth Management, LLC. Matthew has previously held positions at First Allied Securities, Inc, Capital Investment Management, First Allied Advisory Services, Inc, RBC Capital Markets LLC, Apollon Wealth Management, LLC, Purshe Kaplan Sterling Investments, Moloney Investment Advisory LLC, Moloney Securities Co., Inc, and Moloney Securities Asset Management LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Matthew is part of Apollon Wealth Management, LLC, which operates out of Denver, Colorado. The firm has 34 offices and 167 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Apollon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$5,519,652,128
167
15,301
$360,738
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
Matthew Workman Work History
Purshe Kaplan Sterling Investments
Apollon Wealth Management, LLC
Moloney Investment Advisory LLC
Moloney Securities Co., Inc
Moloney Securities Asset Management LLC
Rbc Capital Markets LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Capital Investment Management
Disclosures
Please visit the SEC profile of Matthew Workman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apollon Wealth Management, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Mechanicsburg, PA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
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