ELM GROVE —Annex
Wealth Management LLC said Tuesday it has been ranked among
Financial Times’ Top 300 investment firms in the U.S.
Annex was one of five Wisconsin practices to be named, according
to a statement.
To be considered for
the list, firms had to report managed assets of $300 million or
more to the U.S. Securities and Exchange Commission. Out of more
than 2,000 firms that qualified, 300 were chosen based on six
key attributes, which included assets under management, AUM
growth rate, firm’s years in existence, compliance record,
industry certifications and online accessibility.
strive to bring the highest-quality, client-focused financial
planning services to our diverse client base. This prestigious
ranking is a testament to our financial advisors and our entire
team’s dedication to our clients and ongoing commitment to
provide a coordinated and thoughtful approach to financial
planning,” said David J. Spano, president and CEO of Annex
The Financial Times
300 is designed to serve as a resource for investors, and is
presented as a compilation of top advisors rather than a
competitive ranking system, according to a statement.