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ANNEX WEALTH MANAGEMENT, LLC

Tel: 262-786-6363
17950 W. Corporate Drive
Suite 300
Brookfield, Wisconsin  53045

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ANNEX WEALTH MANAGEMENT, LLC

ANNEX WEALTH MANAGEMENT, LLC is a Brookfield, Wisconsin based financial advisory firm with nearly $5,583,981,406 in assets under management and provides investment advisory services for 18642 clients. There are currently 139 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (CONSULTATION FOR A FEE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

127987

SEC#:

801-63505

No. of Clients:

18642

Assets under Management

$5,583,981,406

No. of Advisors:

139

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