HOA Invest

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

15375 Barranca Pkwy Ste G110, Irvine, Ca...

Phone Number

(844) 462-4693

Revenue

$8.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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ZI Rank
1
1
1
1
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1

About HOA Invest

HOA Invest specializes in managing excess reserves and special function accounts for homeowner associations (HOAs) and associations. With over 25 years of investment experience and a dedicated focus on HOAs, they provide fiduciary investment services, customized strategies, and innovative technology to streamline investment management. Their services include compliance-driven investment policies, efficient monitoring, and tailored strategies to meet the unique goals of each association. HOA Invest aims to enhance community investments while ensuring transparency and informed decision-making.Explore more
HOA Invest's Social MediaPopular SearchesHOA InvestSIC Code 62,628NAICS Code 52,523Show more

HOA Invest Org Chart

PhoneEmail
AM
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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HOA Invest

$8.8M
11-50
Private
-
2022
AM
Amy McGinnisDirector, Marketing
$13.4M
11-50
Private
-
1970
RB
Robert BurkeManaging Director
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
11-50
Private
-
2021
EW
Elizabeth WainwrightSenior Wealth Advisor
<$5M
1-10
Private
<$5M
1997
<$5M
1-10
Private
-
1964
RH
Roy HamrickOwner and Manager
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

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Low Activity

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Activity Insights

HOA Invest is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HOA Invest is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HOA Invest.

HOA Invest Tech Stack

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HOA Invest News & Media

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Frequently Asked Questions Regarding HOA Invest

What is HOA Invest's official website?
HOA Invest's official website is www.hoainvest.com
What is HOA Invest's Revenue?
HOA Invest's revenue is $8.8 Million
What is HOA Invest's SIC code?
HOA Invest's SIC: 62,628
What is HOA Invest's NAICS code?
HOA Invest's NAICS: 52,523
How many employees does HOA Invest have?
HOA Invest has 11-50 employees
What industry does HOA Invest belong to?
HOA Invest is in the industry of: Finance, Securities Trading
What is HOA Invest competition?
HOA Invest top competitors include: Alternity Investment Advisors, Bernzott Capital Advisors, Capital Fiduciary Advisors, Lowe Brockenbrough
What technology does HOA Invest use?
Some of the popular technologies that HOA Invest uses are: reCAPTCHA, Cloudflare CDN, Font Awesome, jsDelivr
How do I contact HOA Invest?
HOA Invest contact info: Phone number: (844) 462-4693 Website: www.hoainvest.com
What does HOA Invest do?

HOA Invest specializes in managing excess reserves and special function accounts for homeowner associations (HOAs) and associations. With over 25 years of investment experience and a dedicated focus on HOAs, they provide fiduciary investment services, customized strategies, and innovative technology to streamline investment management. Their servic... es include compliance-driven investment policies, efficient monitoring, and tailored strategies to meet the unique goals of each association. HOA Invest aims to enhance community investments while ensuring transparency and informed decision-making.Read More

What are HOA Invest social media links?
HOA Invest Linkedin page HOA Invest Facebook page
Is HOA Invest a public company?
HOA Invest is private company therefore does not currently have an official ticker symbol
See more information about HOA Invest

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