Finance Of America Securities LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Saint Paul, Minnesota
CRD number
284464
Registered since
February 21, 2017

Firm profile

FINTRX

Overview

Finance Of America Securities LLC is a limited liability company that registered with the SEC in 2017. Public records classify the entity as an investment bank rather than a traditional registered investment adviser or capital allocator. The firm is listed as owned by a domestic entity and/or individual and does not identify itself as a multi-state adviser, pension consultant, related adviser, or active ESG investor. Disclosure about the firm’s business lines and advisory activities is minimal in the available data. The organization appears structured around securities and investment-banking activities rather than offering a conventional wealth- or asset-management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Joshua Bonewell

    AnalystCRD 7140209

  • Emma Schoeneberger

    Emma Schoeneberger

    Portfolio AnalystCRD 5827342

  • Kossiwa Aka

    ComplianceCRD 5461943

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Paul, MN

Ramsey

Location

Saint Paul, MN

Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
30 7th St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth