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Building 2INVEX ADVISORS LLC

Map pinCORAL GABLES, FL
Phone786-425-1717
NotebookSEC #801-108084
Total AUM
$759.3M
Employees
8
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 ALHAMBRA PLAZA
STE. PH II
CORAL GABLES
FL 33134
United States
Operating Hours
08:00 AM TO 05:00 PM
Monday - Friday
Phone
786-425-1717

ReceiptFinancials

Total AUM
$759.3M
Accounts
84
Discretionary
$759.3M
Accounts
84
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$894K
HNW Individual Clients
44
AUM
$221M
Banking Clients
8
AUM
$69.2M
Investment Company Clients
3
AUM
$213.8M
Insurance Company Clients
1
AUM
$58.2M
Corporation or Business Clients
11
AUM
$196.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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