Annex Advisory Services LLC
Legal Name: ANNEX ADVISORY SERVICES, LLC
Full Contact Details
Annex Advisory Services LLC
12700 W BLUEMOUND ROAD, SUITE 200, ELM GROVE, WI
262-786-6363
262-792-8930
Other Info
Annex Advisory Services LLC, legally known as ANNEX ADVISORY SERVICES, LLC, is a Wisconsin-based Limited Liability Company that employs 66 professionals, with 36 of them acting as advisors. Although the exact number of clients they serve is unknown, the company's last reported SEC status, Approved, was recorded on September 24, 2004.
Annex Wealth Management | Know The Difference™
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
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…
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Annex Wealth Management | Know The Difference™
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
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
-
DAVID JOSEPH SPANO
MEMBER/PRESIDENT owns 75% or more
-
MARK MICHAEL OSWALD
CHIEF COMPLIANCE OFFICER owns less than 5%
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News
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