|
⚲
|
| Keyboard |
| Invex Next LLC
✚
|
|
|---|---|
| CRD # | 328201 |
| SEC # | 801-128784 |
| CIK # | |
| AUM | 3.0 M (2026-03-10) |
| Employees | 8 (75% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 786-425-1717 |
| Address | 2 Alhambra Plaza Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 3.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 3.0 |
| By Discretionary | ||
| Discretionary | 76 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 0.0 | |
| Total | 76 | 3.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 76 (97 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meta Investment Management Company LLC
✚
|
NY | 3.9 M |
|
Blue Chip Finance LLC
✚
|
3.8 M | |
|
Kin Stewards LLC
✚
|
3.4 M | |
|
Wealthface LLC
✚
|
3.1 M | |
|
Golden Jade Capital Management LLC
✚
|
2.9 M | |
|
Verecan Asset Management Inc
✚
|
2.7 M | |
|
American Expats in Europe Ltd
✚
|
2.6 M | |
|
Horizon Capital Management Inc
✚
|
2.6 M | |
|
Build Whale Inc
✚
|
IL | 2.5 M |
|
Stackwell Capital Advisers LLC
✚
|
MA | 2.3 M |