Annex Advisory Services LLC

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Assets, Funds, Holdings

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Annex Advisory Services LLC
CRD #127987
SEC #801-63505
CIK #0001542287
AUM$2.2 BB
Employees65
Phone262-786-6363
Address12700 W Bluemound Road Suite 200
Elm Grove, WI 53122
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 88.9
VB 45.0
VGT 43.1
XLY 39.7
XLF 38.5
XLV 37.2
IJR 31.3
VEA 19.6
IVV 12.5
IJH 10.8
View All
Holdings by Sector ($BB)