Annex Wealth Management, LLC

Money Directory

Published October 29, 2012

12700 W. Bluemound Road, Suite 200

Elm Grove, WI, 53122

Primary Contact: David J Spano

(262) 786-6363

Website: www.annexwealth.com

Year Founded: 2001

Primary market served: Families

Secondary market served: Individuals

Primary category of service: Wealth Management

Other services provided: Deferred Compensation Plans
Estate Planning
Financial Planning
Insurance
Investments
Long Term Care
Lump Sum Distribution
Wealth Management
401K Plans
403B Rollovers

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Annex Wealth Management® is an independent firm founded with the goal of serving the financial planning and investing needs of individuals, families, and businesses.

Most typical fee structure: Percentage of assets under management

Total assets under management: $250 to $499 million

Net worth of typical client/family/business: $500,000 to $999,999

Minimum investment required: Under $500,000

Typical age of your clients: 55 or Over

Primary industry: Business Service

Secondary industry: Health Services

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: $1 to $4.9 million

Other services provided: 401K
SEP
IRA

Investment philosophy: Core and Tactical

Management of customer portfolios: Both internally & externally