Annex Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Annex Wealth Management's estimated annual revenue is currently $24.3M per year.
- Annex Wealth Management's estimated revenue per employee is $227,000
Employee Data
- Annex Wealth Management has 107 Employees.
- Annex Wealth Management grew their employee count by 11% last year.
Annex Wealth Management's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Financial Officer | Reveal Email/Phone |
2 | Chief Economist | Reveal Email/Phone |
3 | Chief Investment Strategist | Reveal Email/Phone |
4 | Branch Director | Reveal Email/Phone |
5 | Director Annex Private Client | Reveal Email/Phone |
6 | Director Wealth Services, CWS | Reveal Email/Phone |
7 | Director Annex Private Client | Reveal Email/Phone |
8 | Director Marketing | Reveal Email/Phone |
9 | Chief Compliance Officer | Reveal Email/Phone |
10 | Chief Financial Officer | Reveal Email/Phone |
Annex Wealth Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $27.9M | 123 | 4% | N/A | N/A |
#2 | $10.4M | 51 | 11% | N/A | N/A |
#3 | $17.3M | 76 | 4% | N/A | N/A |
#4 | $4.4M | 28 | -3% | N/A | N/A |
#5 | $676.3M | 2128 | N/A | N/A | N/A |
#6 | $74.9M | 300 | 5% | N/A | N/A |
#7 | $5.4M | 30 | -9% | N/A | N/A |
#8 | $7.3M | 40 | -2% | N/A | N/A |
#9 | $6.4M | 35 | 6% | N/A | N/A |
#10 | $5.4M | 30 | -3% | N/A | N/A |
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/AN/A
Total Funding
107
Number of Employees
$24.3M
Revenue (est)
11%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Annex Wealth Management News
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