Annex Wealth Management named as top US financial firm

Special to The Freeman

July 8, 2014

ELM GROVE —Annex Wealth Management LLC said Tuesday it has been ranked among Financial Times’ Top 300 investment firms in the U.S.

Elm Grove-based 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.

“We consistently 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 Wealth Management.

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.