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Annex Wealth Management

EST. AUM
$8,500,000,000

CONTACTS
7

CLIENT ACCOUNTS
22,003

Firm Details

Metro area Milwaukee
CRD Number 127987
Website annexwealth.com
Client types

Overview

Annex Wealth Management distinguishes itself from other investment advisory firms through its unwavering commitment to independence and unbiased advice. As a privately-held entity, it is free from the obligations of a parent company, such as a bank, insurance, or trust company, which could lead to conflicts of interest. Furthermore, Annex does not develop proprietary or in-house products, allowing its team to maintain objectivity in crafting investment strategies and selecting investment vehicles that align with clients' goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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