Invex, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
26
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 and has been registered with the SEC since 1992. The firm is listed as having a domestic entity and individual ownership structure and is classified in the source data as "unclassified." The dataset indicates the firm is not active as an ESG investor, is not identified as a capital allocator, and is not registered as a multi-state adviser or pension consultant. Core details typically used to profile an advisory practice—such as client types, fee schedules, stated business activities, and advisory offerings—are not disclosed in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 25
  • Juan Cobian Moran

    Juan Cobian Moran

    Investment CounselorCRD 6712218

  • Rodolfo Dunin

    Rodolfo Dunin

    Financial AdvisorCRD 4619135

  • Juan Amaya Franck

    Juan Amaya Franck

    Investment Advisor RepresentativeCRD 3041009

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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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