David John Turner

Apollon Wealth Management, LLC

33 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Apollon Wealth Management, LLC

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

Location

1401 17th Street, Suite 1560, Denver, CO, 80202

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2005

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

David is the President and Chief Compliance Officer for Holmes and Turner Financial Services, dedicating a few hours per week during trading hours. He is also a member of RDE Ranchers, spending minimal time per month on this non-securities related activity.