Annex Advisory Services LLC
Legal Name: ANNEX ADVISORY SERVICES, LLC
Full Contact Details
Other Info
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.


Annex Ignite | Interactive Financial Planning. Proactive Investment Management
262-786-6363 Client Center Logins Team Select Page It’s time to get real. I Want Annex Ignite Features A Fiduciary Relationship which means we’re on your side – working for your best interests at all times and avoiding commissions and conflicts of interest. Annual Review Of Your Account & Ho…



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
-
MARK MICHAEL OSWALD
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Verus Investment Advisory Group Inc
- Baird Capital Partners Asia Management I Limited Partnership
- Timpani Capital Management LLC
- P J Schmidt Investment Management Inc
- RMR Wealth Advisors LLC
- Access Investment Advisors Inc
- Baird Venture Partners Management Company V LLC
- Black Maple Capital Management LP
- WYNN Capital Management Inc
- Midwest Professional Planners Ltd
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