Robert
Foley

Apollon Wealth Management, LLC

CRD#6637421
Investment Advisor
in Chicago, IL

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About this Advisor

Robert Foley is a financial advisor based in Chicago, Illinois, working with Apollon Wealth Management, LLC. Robert has previously held positions at Gelber Group, Apollon Wealth Management, LLC, and Podesta Capital Advisors, LLC. Robert has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Robert is part of Apollon Wealth Management, LLC, which operates out of Chicago, Illinois. 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

208 South Lasalle Street Suite 1460
Chicago, IL 60604

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,519,652,128

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

167

IL Average: 13
Total Number of Accounts

15,301

IL Average: 661
Average Account Size

$360,738

IL 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

Robert Foley Work History

2020 - Present (4 years)

Apollon Wealth Management, LLC

2018 - Present (6 years)

Podesta Capital Advisors, LLC

2009 - 2019 (10 years)

Gelber Group

Disclosures

Please visit the SEC profile of Robert Foley 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

Clinton Smith
Mechanicsburg, PA
Kassi Hyde
Mount Pleasant, SC
Nahal Sabbagh Kermani
Mount Pleasant, SC
Paul Defrances
Mount Pleasant, SC
Michael Green
Mount Pleasant, SC
Christopher Burke
Mount Pleasant, SC
Robert Yu
Peachtree Corners, GA
Cody Hooten
Mount Pleasant, SC

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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