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Invex, LLC

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Firm Information

Invex, LLC is a Limited Liability Company formed on May 24, 2017. The firm is registered in California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, and Texas. Invex, LLC has 1 approved SEC registration and 8 approved state registrations.

Invex, LLC

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Branch Locations (2)

INVEX, LLC has a total of 2 branch locations across the country.
location

CORAL GABLES, FL

location

MIAMI, FL

Advisors at Invex, LLC

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Gabriela Perez cantu

CORAL GABLES, FL

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Sheila Santana

CORAL GABLES, FL

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Christopher Patrick Hanna

CORAL GABLES, FL

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Unclaimed
Alfred Abraham Zerbib cohen

CORAL GABLES, FL

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Unclaimed
Juan pablo Gaya

CORAL GABLES, FL

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Unclaimed
Carlos Soto

CORAL GABLES, FL

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Cesar Roberto Gutierrez mathus

CORAL GABLES, FL

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Sarai Parada

CORAL GABLES, FL

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Disclosures

There is public disclosure for Invex, LLC. Review regulatory record here.

Frequently Asked Questions (7)

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