Invex Advisors LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 164519
- Registered since
- July 5, 2016
- Website
- www.invex.us
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI29.1%
- Investment Companies28.16%
- Corporations / Businesses25.85%
- Banking / Thrift Institutions9.11%
- Insurance Companies7.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Invex Advisors LLC is a limited liability company organized as an institutional registered investment adviser. The firm is SEC registered (registered in 2016) and provides portfolio management primarily for individuals, small businesses and institutional clients. Its ownership structure includes both a domestic entity and an individual, and its business model combines a percentage-of-AUM fee with the ability to charge performance-based fees. Industry affiliations include relationships with a broker-dealer and other investment advisers. Invex positions itself with a fixed-income bias in client portfolios while maintaining flexibility to use pooled vehicles and performance-linked strategies. The firm is not identified as an ESG-focused manager in the available information.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Investment Grade Corp Bonds40%
- Public Funds/Mutual Funds32%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- Sovereign Bonds4%
Owners & executives
1 of 1Carlos Barrientos Serrano
Chief Compliance OfficerCRD 4520476
Contacts
3 of 7Juan Cobian Moran
Vice President of Wealth ManagementCRD 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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