Invex, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
30032
Registered since
March 24, 1992

Firm profile

FINTRX

Overview

Invex, LLC is organized as a limited liability company and has been SEC-registered since 1992. Public records classify the firm as "Unclassified" and list ownership as a combination of a domestic entity and an individual. The snapshot data shows the firm is not designated as a capital allocator, is not active on ESG investing, is not a multi-state adviser, is not a pension consultant, and is not marked as a related adviser. Several typical profile fields—client base, fee structure, business activities, and advisory activities—are not provided in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Carlos Barrientos Serrano

    Chief Compliance OfficerCRD 4520476

Contacts

3 of 23
  • Juan Cobian Moran

    Juan Cobian Moran

    Investment CounselorCRD 6712218

  • Christopher Hanna

    Christopher Hanna

    Managing DirectorCRD 2506153

  • Juan Pablo Gaya

    TraderCRD 5608012

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2 Alhambra Ste Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth