Invex, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
28
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 with ownership described as a combination of a domestic entity and an individual. Public-facing information about the firm is minimal: it is listed as "Unclassified" in available records and the dataset indicates it is not positioned as a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, and is not identified as a pension consultant or related adviser. The firm did not provide descriptions of its advisory services, client types, fee schedules, or specific business activities.

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 27
  • Juan Cobian Moran

    Vice President of Wealth ManagementCRD 6712218

  • Rodolfo Dunin

    Rodolfo Dunin

    Financial AdvisorCRD 4619135

  • Juan Amaya Franck

    Juan Amaya Franck

    Investment Advisor RepresentativeCRD 3041009

Unlock 24 more contacts →

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