Assets Under Management
$659.6M
Number of Clients
76
Number of Advisors
5
Average Client AUM
$8.7M
AUM per Advisor
$131.9M
Compensation
Fee-Only (AUM)
Invex Advisors LLC offers discretionary portfolio management services tailored to client needs. They also advise affiliated private funds. Investment advice is based on client objectives and may include private funds and bonds. The firm acts as a fiduciary and manages conflicts of interest.
2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134