AUMdb

Hoainvest Llc

SEC-registered Investment Adviser CRD 343069 · SEC file 801-137111 · Irvine, CA · hoainvest.com
☆ Save with Pro ADV data as of Aug 11, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
11

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.

View current Form ADV (SEC/IAPD) ↗