ANNEX ADVISORY Overview

Annex Advisory Services Llc is an investment advisor that manages 913.8 MM dollars in regulatory AUM and has 48 employees, of which 35 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/12 to 09/30/16. The fund's latest filing disclosed 384MM in positions, representing 42% of the manager's regulatory AUM.

ANNEX ADVISORY StockAlpha

-0.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ANNEX ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 15.85% ETF 1.78% 0.03% 0 10%
BNDX 12.99% ETF -3.07% -0.46% 1 1%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ANNEX ADVISORY Founders and Key Employees

Name Title In Position Since
David J. Spano Member/President July-2003
Mark M. Oswald Chief Compliance Officer July-2003

ANNEX ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

ANNEX ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ...................................................... 11

Item 9 – ...
Get the Full Report

ANNEX ADVISORY Portfolio Concentration

ANNEX ADVISORY Location

12700 W BLUEMOUND ROAD
SUITE 200
ELM GROVE, Wisconsin
UNITED STATES, 53122

ANNEX ADVISORY Contact Information

Phone Number: 262-786-6363
Fax Number: 262-792-8930
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B