Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$250K
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aymen serves on the Board of Directors for Newfileds and the Carmel Symphony Orchestra. These activities are not investment-related.

Employment History
Current Registrations
Apollon Wealth Management, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs Personal Financial Management
October 2017 - October 2023 · 6 yrs
BMO Harris Financial Advisors, INC
October 2016 - September 2017 · 11 mos
BMO Harris Financial Advisors, INC.Broker
October 2016 - September 2017 · 11 mos
Cetera Investment Advisers LLC
July 2016 - October 2016 · 3 mos
Cetera Investment Services LLCBroker
July 2016 - October 2016 · 3 mos
Charles Schwab & CO., INC.
May 2014 - June 2016 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
June 2013 - June 2016 · 3 yrs
State Registrations2 states
ILIN
Advisor
Exams
No exam information available for this advisor.