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 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
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 23
Juan Cobian Moran
Investment CounselorCRD 6712218
Christopher Hanna
Managing DirectorCRD 2506153
Juan Pablo Gaya
TraderCRD 5608012
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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