RIA Intel›Advisers›Wisconsin›ANNEX ADVISORY SERVICES, LLC

ANNEX ADVISORY SERVICES, LLC

Advisory

N·BROOKFIELD, WI

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM

$8.1B

1-Year AUM Growth

+15.5%

3-Year CAGR

+12.4%

Employees

74

Assets Under Management

Total AUM$8.1B

Discretionary AUM$7.8B

Non-Discretionary AUM$239M

Discretionary %97%

Total Clients6,802

Team

Total Employees74

Investment Advisers151

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record70

First FilingJan 21, 2005

Latest FilingJan 27, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ANNEX ADVISORY SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.