Natasha
Thaman
Apollon Wealth Management, LLC
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About this Advisor
Natasha Thaman is a financial advisor based in Mount Pleasant, South Carolina, working with Apollon Wealth Management, LLC. Natasha has previously held positions at Moneta Group, LLC, Buckingham Asset Management, LLC, Commerce Bank & Trust, Apollon Wealth Management, LLC, and Charleston Center For Cosmetic & Restorative Dentistry. Natasha has passed the Series 65 regulatory exam and is registered to provide services in Missouri and South Carolina. Currently, Natasha 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
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$5,519,652,128
167
15,301
$360,738
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
Natasha Thaman Work History
Apollon Wealth Management, LLC
Charleston Center For Cosmetic & Restorative Dentistry
Commerce Bank & Trust
Buckingham Asset Management, LLC
Moneta Group, LLC
Disclosures
Please visit the SEC profile of Natasha Thaman 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
Mechanicsburg, PA
Columbia, SC
Mount Pleasant, SC
Redondo Beach, CA
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