Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
Related Stories
Annex Wealth Management to open Delafield office
Elm Grove-based Annex Wealth Management LLC plans to open an office in the Lake Country area in western Waukesha County. The firm is in negotiations to lease 3,200 square feet of office space in the Purity Building at 2301 Sun Valley Drive in Delafield.
Annex Wealth Management to open Delafield office
Elm Grove-based Annex Wealth Management LLC plans to open an office in the Lake Country area in western Waukesha County. The firm is in negotiations to lease 3,200 square feet of office space in the Purity Building at 2301 Sun Valley Drive in Delafield.
Annex Wealth Management opens Mequon office
Elm Grove-based Annex Wealth Management LLC has opened a second office for its north shore customers in Mequon.
Case is new CFO of Annex Wealth Management
Melissa Case has been named chief financial officer of Elm Grove-based Annex Wealth Management.
Case is new CFO of Annex Wealth Management
Melissa Case has been named chief financial officer of Elm Grove-based Annex Wealth Management.
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Annex Wealth Management expands reach
Annex Wealth Management announced it has hired Eric Brown, CMFC, and Dave Mills, CFP, as senior financial advisers.
David Spano, founder and president of Annex Wealth Management LLC
David Spano Founder and president Annex Wealth Management LLC 18650 W. Corporate Drive, Brookfield www.annexadvisors.com...
