ANNEX WEALTH MANAGEMENT, LLC - Financial Advisor in Wisconsin, Brookfield

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

About 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

Firm CRD#:

127987

Firm SEC#:

801-63505

Assets Under Management:

$5,583,981,406

No. of Clients:

18642

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)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CHARTER CAPITAL MANAGEMENT, INC

35919

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375

$406,065,314

ENVISION FINANCIAL LLC

314365

801-121297

108

$251,993,929

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106822

801-54107

388

$213,911,816

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1417

$210,273,331

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$149,100,000

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282711

801-121733

428

$136,078,266

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801-125921

547

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FRANCIS LLC

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Not Disclosed