Amanda
Reynolds

Apollon Wealth Management, LLC

CRD#7546688
Investment Advisor
in Boise, ID

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About this Advisor

Amanda Reynolds is a financial advisor based in Boise, Idaho, working with Apollon Wealth Management, LLC. Amanda has previously held positions at Brighter Future Learning Center, University Of New Mexico, Boise State University, College Of Western Idaho, Arizona State University, Park University, Embry-Riddle Aeronautical University, and Tree City Advisors. Amanda has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Amanda is part of Apollon Wealth Management, LLC, which operates out of Boise, Idaho. 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1673 W. Shoreline Dr Suite 140
Boise, ID 83702

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,519,652,128

ID Average: $646,059,043
Total Number of Employees

167

ID Average: 13
Total Number of Accounts

15,301

ID Average: 661
Average Account Size

$360,738

ID Average: $977,396

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

Amanda Reynolds Work History

2019 - Present (5 years)

Tree City Advisors

2018 - 2018 (< 1 year)

Embry-Riddle Aeronautical University

2017 - 2019 (2 years)

Arizona State University

2017 - 2019 (2 years)

Park University

2016 - 2019 (3 years)

Boise State University

2016 - 2019 (3 years)

College Of Western Idaho

2014 - 2016 (2 years)

University Of New Mexico

2013 - 2014 (1 year)

Brighter Future Learning Center

Disclosures

Please visit the SEC profile of Amanda Reynolds 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

Michael Green
Mount Pleasant, SC
Nahal Sabbagh Kermani
Mount Pleasant, SC
Paul Defrances
Mount Pleasant, SC
Clinton Smith
Mechanicsburg, PA
Kassi Hyde
Mount Pleasant, SC
Luke Dillon
Redondo Beach, CA
Kristen Mckeown
Mount Pleasant, SC
Michael Teel
Hoboken, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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