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INVEX ADVISORS LLC
CRD 164519 · SEC 801-108084
2 ALHAMBRA PLAZA, STE. PH II, CORAL GABLES, FL, 33134, United States
Phone
786-425-1717
Fax
786-425-1718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$759.3M
Discretionary AUM
$759.3M
Team
8 total employees; 6 advisory reps; 84 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $894K |
| High net worth individuals | 44 | $221.0M |
| Banking/thrift institutions | 8 | $69.2M |
| Investment companies | 3 | $213.8M |
| Corporations/business entities | 11 | $196.2M |
States served
TX, FL
Official SEC filing: View on IAPD