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INVEX ADVISORS
INVEX ADVISORS LLC is an SEC-registered investment adviser in Coral Gables, FL, registered since 2016. The firm manages approximately $759 million in...
INVEX ADVISORS
INVEX ADVISORS LLC is an SEC-registered investment adviser in Coral Gables, FL, registered since 2016. The firm manages approximately $759 million in regulatory assets. It has 8 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Is INVEX ADVISORS registered with the SEC?
Yes, INVEX ADVISORS LLC is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA). The firm's Form ADV filing confirms its regulatory status and outlines its advisory business, including services offered to individuals, high-net-worth clients, and pooled investment vehicles. Its CRD number and filing history are matters of public record through the SEC's Investment Adviser Public Disclosure (IAPD) database.
What investment strategies does INVEX ADVISORS employ?
The firm employs a multi-asset approach, referencing equities, fixed income, and private fund investments as part of its advisory scope. Its regulatory documents suggest a manager-selection or open-architecture model, where the firm allocates client capital to third-party investment managers. The firm's strategy is not publicly documented in detail, and specific asset allocations or performance records have not been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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