HOA Invest LLC

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 343069
Website hoainvest.com
Client types

Overview

HOA Invest is a technology-enabled investment-advisory platform for homeowners associations and community associations. It supports reserve investing, financial-account integration, investment-policy development, maturity monitoring, reporting, and tailored investment recommendations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

HOA Invest LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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