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

Charlotte, NC

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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

Allen is involved with C TAC Holding LLC, a business consulting company focused on strategic and financial planning. He spends a few hours per week on this activity.

Employment History
Current Registrations
Apollon Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.