Annex Wealth Management Revenue and Competitors

Elm Grove, WI USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Annex Wealth Management's estimated annual revenue is currently $24.3M per year.(i)
  • Annex Wealth Management's estimated revenue per employee is $227,000

Employee Data

  • Annex Wealth Management has 107 Employees.(i)
  • Annex Wealth Management grew their employee count by 11% last year.

Annex Wealth Management's People

NameTitleEmail/Phone
1
Chief Financial OfficerReveal Email/Phone
2
Chief EconomistReveal Email/Phone
3
Chief Investment StrategistReveal Email/Phone
4
Branch DirectorReveal Email/Phone
5
Director Annex Private ClientReveal Email/Phone
6
Director Wealth Services, CWSReveal Email/Phone
7
Director Annex Private ClientReveal Email/Phone
8
Director MarketingReveal Email/Phone
9
Chief Compliance OfficerReveal Email/Phone
10
Chief Financial OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$27.9M1234%N/AN/A
#2
$10.4M5111%N/AN/A
#3
$17.3M764%N/AN/A
#4
$4.4M28-3%N/AN/A
#5
$676.3M2128N/AN/AN/A
#6
$74.9M3005%N/AN/A
#7
$5.4M30-9%N/AN/A
#8
$7.3M40-2%N/AN/A
#9
$6.4M356%N/AN/A
#10
$5.4M30-3%N/AN/A
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What Is Annex Wealth Management?

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process. Securities Offered thru H. Beck Inc., member FINRA and SIPC. Annex Wealth Management, LLC and H. Beck, Inc. are unrelated companies.

keywords:N/A

N/A

Total Funding

107

Number of Employees

$24.3M

Revenue (est)

11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Annex Wealth Management News

2022-04-19 - Letter to the editor: Raising building heights a financial reality for ...

They had to lower standards a bit to annex in enough population to ... valuable now 2) people, via lucrative careers, wealth management,...

2022-04-19 - EU Authorized New Sanctions Against Russia - International Law ...

Ban on export of goods and technologies specified in Annex II, ... to the management of reserves and assets of the Central Bank of Russia,...

2019-09-08 - Back to School Savings, Local Musician Sings at Lambeau ...

We're joined by Deanne Phillips, Director of Client Learning and Development for Annex Wealth Management and a Certified Financial ...

2019-09-03 - Annex Wealth Management to sponsor golf outing

ELM GROVE — Annex Wealth Management has signed on to be the lead sponsor for iHeartMedia's 2019 Men's Health Golf Outing to benefit ...

2019-09-03 - BT Wealth Management LLC Buys 250 Shares of JPMorgan Chase & Co. (NYSE:JPM)

BT Wealth Management LLC's holdings in JPMorgan Chase & Co. were worth ... Annex Advisory Services LLC now owns 27,273 shares of the ...