Annex Advisory Services LLC
Legal Name: ANNEX ADVISORY SERVICES, LLC
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Annex Advisory Services LLC is legally known as ANNEX ADVISORY SERVICES, LLC. It is a WI Limited Liability Company. This firm has 66 employees, of which 36 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 24, 2004.
Home - Annex Wealth Management
Blog Events Client Center Facebook YouTube 12700 W. Bluemound Rd. Suite 200 Elm Grove, WI 53122 262.786.6363 Search Home Ask Annex How We Work with You Financial & Retirement Planning Investment Management Objective Risk Management & Insurance Assessment Tax Preparation & Planning Estate & Legacy Pl…
Annex Ignite | Interactive Financial Planning. Proactive Investment Management
About Contact Us Client Center Logins Schedule A Meeting It’s time to get real. → Let's get real Real about what you own, what you need to save, and who you can trust to help make key financial decisions. Annex Ignite is here for you. We’re real people, not robots, po…
Home - Annex Wealth Management
Blog Events Client Center Facebook YouTube 12700 W. Bluemound Rd. Suite 200 Elm Grove, WI 53122 262.786.6363 Search Home Ask Annex How We Work with You Financial & Retirement Planning Investment Management Objective Risk Management & Insurance Assessment Tax Preparation & Planning Estate & Legacy Pl…
Annex Charitable Foundation | The Annex Charitable Foundation is the philanthropic arm of Annex Wealth Management, LLC.
Select Page Devoted To Difference Makers. The Annex Charitable Foundation, Inc.’s primary purpose is to provide financial support to existing charitable “difference makers” that support the local communities in Wisconsin. This financial support will be given to organizations for projects tha…
Direct Owners
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DAVID JOSEPH SPANO
MEMBER/PRESIDENT owns 75% or more
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MARK MICHAEL OSWALD
CHIEF COMPLIANCE OFFICER owns less than 5%
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Top Holdings
- VANGUARD INDEX FDS TOTAL STK MKT $73,022k
- SPDR SERIES TRUST $72,888k
- VANGUARD WORLD FDS INF TECH ET $59,571k
- INVESCO EXCHANGETRAD $58,690k
- SELECT SECTOR SPDR $55,342k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $51,384k
- SELECT SECTOR SPDR TR SBI INT-FINL $48,232k
- VANGUARD INDEX FDS SMALL CP ET $42,596k
- SPDR PORTFOLIO SMALL CAP ETF $32,221k
- ISHARES TR CORE S&P SCP ETF $27,567k