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| Happy Holidays!! thanks for using AUM13F!! |
| Annex Advisory Services LLC
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| CRD # | 127987 |
| SEC # | 801-63505 |
| CIK # | 0001542287 |
| AUM | $6.9 B (2025-07-03) |
| Employees | 144 (46% Investors, 0% Brokers) |
| Phone | 262-786-6363 |
| Address | 17950 W Corporate Drive Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Facebook Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| TKO Group Holdings Inc | 0.1 | ||
| Robinhood Markets Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Oracle Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,178 | 1.9 |
| (b) Individuals (high net worth individuals) | 3,293 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 86 | 0.5 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19,997 | 6.9 |
| By Discretionary | ||
| Discretionary | 19,966 | 6.7 |
| Non-Discretionary | 31 | 0.2 |
| Total | 19,997 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 19,997 | 6.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542287] |
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