Nicholas
Daniels
Apollon Wealth Management, LLC
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About this Advisor
Nicholas Daniels is a financial advisor who works in Boise, Idaho who has 1 year of industry experience. Daniels is an employee of Apollon Wealth Management, LLC. The advisor has gained experience at Spray 'N Coat Painting, Renewal By Andersen, Family Life Church, Thrivent Investment Management Inc, Thrivent Financial, Creative Financial Designs, Inc, Costco, Bikes And Beans, Tree City Advisors and Apollon Wealth Management, LLC. Daniels has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Idaho. Apollon Wealth Management, LLC is a firm that has its headquarters in Mount Pleasant, SC. The company has offices in 34 locations and a total of 117 advisors. It oversees $3 billion in total assets among its 11,192 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 11,192 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of financial services provided. Fees billed by Apollon Wealth Management, LLC most likely include any combination 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
Nicholas Daniels Work History
Nicholas has been registered as a financial advisor for 1 years.*
Apollon Wealth Management, LLC
Tree City Advisors
Costco
Costco
Creative Financial Designs, Inc
Bikes And Beans
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Spray 'N Coat Painting
Renewal By Andersen
Family Life Church
*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 Nicholas Daniels 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
Mount Pleasant, SC
Mount Pleasant, SC
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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