Invex, LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 30032
- Registered since
- March 24, 1992
- Website
- www.invex.us
Firm profile
FINTRXOverview
Invex, LLC is a limited liability company that has been SEC-registered since 1992. Ownership is recorded as a combination of a domestic entity and an individual. The adviser is listed as unclassified in the source data and does not identify itself as a capital allocator. The firm does not flag itself as an active ESG investor, is not registered as a multistate adviser, and is not marked as newly formed. It also does not present itself as a pension consultant or a related adviser according to the available records.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Carlos Barrientos Serrano
Chief Compliance OfficerCRD 4520476
Contacts
3 of 25
Juan Cobian Moran
Investment CounselorCRD 6712218
Rodolfo Dunin
Financial AdvisorCRD 4619135
Juan Amaya Franck
Investment Advisor RepresentativeCRD 3041009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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