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.
View Top Employees from Annex Wealth ManagementWebsite | http://www.annexwealth.com |
Revenue | $18 million |
Funding | $1 million |
Employees | 161 (161 on RocketReach) |
Founded | 2001 |
Address | 17950 W Corporate Dr Suite 300, Brookfield, Wisconsin 53045, US |
Phone | (262) 786-6363 |
Fax | (262) 792-8930 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 3 Million |
Keywords | Family Wealth Management, Financial Planning, Independent Wealth Management, Investment Advisory Services, Financial Consulting, Investment Management Services, Personal Finance, Wealth Management Solutions, Comprehensive Financial Advice |
Competitors | Brown & Tedstrom, Inc., Legacy Wealth Management, Inc. (Memphis, TN), Petersen Hastings, Rodgers & Associates, Wealth Management, Inc. |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
Looking for a particular Annex Wealth Management employee's phone or email?
The Annex Wealth Management annual revenue was $18 million in 2024.
Derek Felske is the Chief Investment Officer of Annex Wealth Management.
161 people are employed at Annex Wealth Management.
Annex Wealth Management is based in Brookfield, Wisconsin.
The NAICS codes for Annex Wealth Management are [5611, 56, 561110, 56111, 561].
The SIC codes for Annex Wealth Management are [874, 87].