Miami Beach, FL Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

2

Of 140 advisors across 67 offices

Location

1601 Washington Ave, Suite 320

Miami Beach FL 33139

Advisors at this office

2

Advisors at this office

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Andrew K

Series 63, Series 65

Miami Beach, FL

Apollon Wealth Management, LLC

Andrew Kane is a financial advisor with Apollon Wealth Management, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Fortune Financial Services. He serves as Secretary on the Board of Directors for the Condo Blue Diamond in Miami Beach. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations with approximately $11.6 billion in assets under management. The firm combines centrally managed model strategies with locally managed portfolios, employing fundamental analysis, ESG risk-based models, and tax management tools, and operates a broad network of investment advisor representatives under multiple DBAs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Anthony G

Series 63, Series 65

Miami Beach, FL

Apollon Wealth Management, LLC

Anthony Garcia is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Apollon Wealth Management since 2021. Prior to that, he was with Fortune Financial Services, Inc. and Blue Chip Wealth Management, Inc. from 2016 to 2020. Garcia is also the owner of Garcia Asset Management, LLC and is licensed as an independent insurance agent. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, incorporates ESG risk-based models and tax management tools, and operates a network of approximately 125 investment advisor representatives managing about $11.6 billion in client assets.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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