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 registered as a limited liability company and has been on the SEC register since 1992. Public records classify the firm as unclassified and list ownership as both a domestic entity and an individual. FINTRX data indicates the firm is not identified as a capital allocator, does not self-report as an active ESG investor, and does not operate as a multi-state adviser. The firm is also not listed as newly formed, a pension consultant, or a related adviser. The firm has not provided additional descriptions of its business activities, advisory services, or affiliations 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 23JUAN 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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