|
⚲
|
| Keyboard |
| Annex Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 127987 |
| SEC # | 801-63505 |
| CIK # | 0001542287 |
| AUM | 8,050.0 M (2026-04-17) |
| Employees | 151 (49% Investors, 0% Brokers) |
| Phone | 262-786-6363 |
| Address | 17950 W Corporate Drive Brookfield, WI 53045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001542287 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Analog Devices Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| TKO Group Holdings Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| Texas Pacific Land Corp | 0.1 | ||
| FPL Group Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,819 | 2.2 |
| (b) Individuals (high net worth individuals) | 2,891 | 5.2 |
| (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 | 85 | 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 | 22,003 | 8.1 |
| By Discretionary | ||
| Discretionary | 21,926 | 7.8 |
| Non-Discretionary | 77 | 0.2 |
| Total | 22,003 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.1 | |
| Total | 22,003 | 8.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001542287] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
TD Private Client Wealth LLC
✚
|
NY | 8,574.6 M |
|
One Capital Management LLC
✚
|
CA | 8,526.0 M |
|
Northwest Capital Management Inc
✚
|
OR | 8,518.6 M |
|
Synovus Securities Inc
✚
|
GA | 8,445.1 M |
|
Zhang Financial LLC
✚
|
MI | 8,370.2 M |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 8,247.9 M |
|
Cambridge Associates Limited LLC
✚
|
MA | 8,203.0 M |
|
Crestwood Advisors Group LLC
✚
|
MA | 8,021.5 M |
|
Ethic Inc
✚
|
NY | 7,817.8 M |
|
HBK Sorce Advisory LLC
✚
|
PA | 7,661.9 M |