Invex Advisors LLC
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Learn more about Invex Advisors LLC
Overview
Invex Advisors LLC is located at 2 Alhambra Plaza, Miami, FL. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Invex Advisors LLC is not a registered broker-dealer.
Invex Advisors LLC oversees $534.7 million in assets under management across 65 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as other services. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Invex Advisors LLC includes asset-based and performance-based fees. The firm has 23 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Invex Advisors LLC is registered in the states of Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Invex Advisors LLC by the Numbers
$534.7 million
8
65
$8.2 million
Fee Structure
Fees for financial management typically vary depending on the services offered. Fees charged by Invex Advisors LLC may include any combination of the following fee types: asset-based or performance-based.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different customers. The company works with retail investors, high net worth investors, banking institutions, investment companies, and corporations. Out of its 5 clients, Invex Advisors LLC's largest client group by number of accounts is investment companies, but it also manages money for 23 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 36.51%
- Other Individuals - 30.16%
- Corporations - 33.33%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Invex Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Invex Advisors LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Houston, TX
Miami, FL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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