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 registered as a limited liability company and has been on the SEC register since 1992. Public records classify the firm as unclassified and list ownership as both a domestic entity and an individual. FINTRX data indicates the firm is not identified as a capital allocator, does not self-report as an active ESG investor, and does not operate as a multi-state adviser. The firm is also not listed as newly formed, a pension consultant, or a related adviser. The firm has not provided additional descriptions of its business activities, advisory services, or affiliations 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

    Investment CounselorCRD 6712218

  • 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