Richard
Simkus

Apollon Wealth Management, LLC

CRD#1269936
Investment Advisor
in Newtown, PA

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About this Advisor

Richard Simkus is a financial advisor who works in Newtown, Pennsylvania with a total of 2 years of relevant experience. Simkus works at Apollon Wealth Management, LLC. Throughout their career, Simkus has worked at Thomas Mcdonald Partners LLC, Prism Advisory Group, LLC, Frontier Solutions, LLC, Purshe Kaplan Sterling Investments and Apollon Wealth Management. Simkus has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Apollon Wealth Management, LLC is a registered investment company headquartered in Mount Pleasant, SC. The firm has offices in 34 locations and a total of 117 employees. It controls $3 billion in assets under management across its 11,192 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 11,192 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a diverse array 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 management fee schedules largely depend on the type of services. Fee types billed by Apollon Wealth Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

4 Caufield Place Suite 102
Newtown, PA 18940

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,362,897,429

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

117

PA Average: 13
Total Number of Accounts

11,192

PA Average: 661
Average Account Size

$300,473

PA 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

Richard Simkus Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Apollon Wealth Management

2009 - Present (15 years)

Prism Advisory Group, LLC

2018 - 2020 (2 years)

Frontier Solutions, LLC

2009 - 2017 (8 years)

Thomas Mcdonald Partners LLC

*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 Richard Simkus 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

Luke Dillon
Redondo Beach, CA
Dawn Campbell
Mount Pleasant, SC
Kristen Mckeown
Mount Pleasant, SC
Eric Sterner
Mount Pleasant, SC
Adam Bonner
Mount Pleasant, SC
Christopher Burke
Mount Pleasant, SC
Kurtis Mueller
Aiken, SC
Justin Coffin
Portland, ME

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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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.

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