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 and shows a mixed ownership structure identified as both a domestic entity and an individual. Public records list its adviser classification as unclassified and provide only limited operational detail. The available profile flags the firm as not acting as a capital allocator and not pursuing active ESG investing. It is also not indicated as a multi-state adviser, does not list pension consulting among its activities, and is not identified as a related adviser. Little else about its service model, client segments, or advisory activities is disclosed.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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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