INVEX NEXT, LLC

2 Alhambra Plaza
Suite Ph 2
Coral Gables, Florida 33134
Tel: 786-425-1717

About INVEX NEXT, LLC

INVEX NEXT, LLC, formally registered with the SEC as INVEX NEXT, LLC. The firm was established in 10/17/2023. They have over 1 offices throughout the country.

INVEX NEXT, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $330,687 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328201
SEC#	801-128784
Assets Managed by Firm	$330,687
No. of Clients	13
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$330,687
Individuals (other than high net worth individuals)	13	$330,687

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