Invex Next, LLC
Invex Next, LLC is an SEC-registered ria in Coral Gables, FL with $3.0M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Invex Next, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328201, SEC 801-128784, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $3.0M (2026-03-10)
- Firm type
- Ria
- Location
- Coral Gables, FL
- Employees
- 8
- Clients
- 76
- CRD
- 328201
- Ownership
- BARRIENTOS SERRANO, CARLOS; REYES RETANA HIGUERA, GERARDO; INVEX HOLDINGS, INC.; INVEX CONTROLADORA S.A.B. DE C.V.
How much AUM does Invex Next, LLC have?
Invex Next, LLC reported $3.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Invex Next, LLC?
Disclosed owners and executives of Invex Next, LLC include BARRIENTOS SERRANO, CARLOS, REYES RETANA HIGUERA, GERARDO, INVEX HOLDINGS, INC., INVEX CONTROLADORA S.A.B. DE C.V.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.