Kim
Martin

Apollon Wealth Management, LLC

CRD#1869455
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Kim Martin is a financial advisor based in Mount Pleasant, South Carolina, working with Apollon Wealth Management, LLC. Kim has previously held positions at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, Apollon Wealth Management, LLC, and J Alden Associates, Inc. Kim has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Kim is part of Apollon Wealth Management, LLC, which operates out of Mount Pleasant, South Carolina. 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 63

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

111 Coleman Blvd Suite 402
Mount Pleasant, SC 29464

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,519,652,128

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

167

SC Average: 13
Total Number of Accounts

15,301

SC Average: 661
Average Account Size

$360,738

SC 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

Kim Martin Work History

2020 - Present (4 years)

Apollon Wealth Management, LLC

2020 - Present (4 years)

J Alden Associates, Inc

2016 - 2020 (4 years)

Raymond James & Associates, Inc

2013 - 2016 (3 years)

Deutsche Bank Securities Inc

Disclosures

Please visit the SEC profile of Kim Martin 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
Nahal Sabbagh Kermani
Mount Pleasant, SC
Michael Green
Mount Pleasant, SC
Paul Defrances
Mount Pleasant, SC
Kassi Hyde
Mount Pleasant, SC
Kristen Mckeown
Mount Pleasant, SC
Christopher Cassel
Mount Pleasant, SC
Luke Dillon
Redondo Beach, CA

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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