Juan
Cobian Moran

Invex Advisors LLC

CRD#6712218
Investment Advisor
in Miami, FL

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About this Advisor

Juan Cobian Moran is a financial advisor based in Miami, Florida, working with Invex Advisors LLC. Juan has previously held positions at Florida International University, Invex, LLC, and Invex Advisors LLC. Juan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Juan is part of Invex Advisors LLC, which operates out of Miami, Florida. The firm has 8 employees and manages assets totaling $534.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Invex Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2 Alhambra Plaza Ste. Ph Ii
Miami, FL 33134

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Invex Advisors LLC Brokerage Details

Total Assets Under Management

$534,747,000

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

65

FL Average: 2,474
Average Account Size

$8,226,877

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Juan Cobian Moran Work History

2019 - Present (6 years)

Invex Advisors LLC

2016 - Present (9 years)

Invex, LLC

2012 - 2016 (4 years)

Florida International University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Juan Cobian Moran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invex Advisors LLC

Rodolfo Dunin
Miami, FL
Francesca Fabietti
Miami, FL
Salomon Lahana
Houston, TX
Maria Juraidini
Miami, FL
Juan Cobian Moran
Miami, FL
Juan Amaya Franck
Miami, FL

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