Annex Wealth Management Revenue, Growth & Competitor Profile

DBA ANNEX ADVISORY SERVICES, LLC

Company Profile & Annual Report for Annex Wealth Management

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Annex Wealth Management Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	12700 W Bluemound Road Suite 200 Elm Grove, WI 53122

Note: Revenues for privately held companies are statistical evaluations.


Annex Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Annex Wealth Management's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Annex Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Annex Wealth Management Annual Revenue and Growth Rate

Annex Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Annex Wealth Management's revenues are gauged from an analysis of company filings.

Annex Wealth Management's Income Statement (based on Industry Averages)

Annex Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Annex Wealth Management is developing and marketing. Annex Wealth Management doesn't have any recent trademark applications, indicating Annex Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
KNOW THE DIFFERENCE Financial planning; financial retirement plan consulting services; estate planning; fiduciary services, namely, fiduciary representative services; investment management services	10/12/2018
KNOW THE DIFFERENCE SCORE Customized research reports in the fields of financial and retirement planning, estate planning, investment management and tax reduction; score charts for displaying data in the fields of financial and retirement planning, estate planning, investment management and tax reduction	10/12/2018
ANNEX IGNITE Providing online newsletters in the fields of financial and retirement planning, estate and legacy planning, fiduciary consulting, investment management, and tax reduction planning	10/12/2018

See all trademarks and details in the Full Report.

Market Share of Annex Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Annex Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Annex Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIGATOR HOLDINGS	Waukesha, WI	100
ANNEX WEALTH MANAGEMENT	Elm Grove, WI	99
DANA INVESTMENT ADVISORS	Waukesha, WI	38
IAG WEALTH PARTNERS	Waukesha, WI	19
KOWAL INVESTMENT GROUP	Waukesha, WI	16
FORM WEALTH	Lake Geneva, WI	16

Future Competition: Annex Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Annex Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)