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Annex Holdco I, LLC

Sole MemberAnnex Advisory Services, LLC

About Annex Holdco I, LLC

Annex Holdco I, LLC is listed as Sole Member at Annex Advisory Services, LLC in Brookfield, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Annex Advisory Services, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Annex Holdco I, LLC work?

Annex Holdco I, LLC is listed as Sole Member at Annex Advisory Services, LLC on SEC Form ADV.

How much of Annex Advisory Services, LLC does Annex Holdco I, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Annex Advisory Services, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2025