Annex Advisory Services LLC

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Assets, Funds, Holdings

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CAFR Data
Annex Advisory Services LLC
CRD #127987
SEC #801-63505
CIK #
AUM $2.4 BB (92% Disc, 100% US)
Employees66 (55% Investors, 0% Brokers)
Phone262-786-6363
Address12700 W Bluemound Road
Elm Grove, WI 53122
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.02003200820142020
Sector Holding Cap ($MM) Value ($MM)
VTI68.3
RSP51.3
SPTM48.2
VGT44.9
XLV44.5
XLY43.1
XLF37.7
VB37.6
IJR25.7
BSV20.8
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
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