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INVEX ADVISORS LLC
2 Alhambra Plaza
Ste. Ph Ii
Coral Gables, Florida 33134
Tel: 786-425-1717
About INVEX ADVISORS LLC
INVEX ADVISORS LLC, formally registered with the SEC as INVEX ADVISORS LLC. The firm was established in 07/05/2016. They have over 1 offices throughout the country.
INVEX ADVISORS LLC is a Coral Gables, Florida based Financial Planning firm with nearly $534,747,000 assets under management, offering retirement planning & investment advisory services to 65 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164519 |
| SEC# | 801-108084 |
| Assets Managed by Firm | $534,747,000 |
| No. of Clients | 65 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Other (AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 65 | $534,747,000 |
| Individuals (other than high net worth individuals) | 19 | $111,000 |
| High net worth individuals | 23 | $139,568,000 |
| Corporations or other businesses | 10 | $108,480,000 |
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