Finance Of America Securities LLC
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 284464
- Registered since
- February 21, 2017
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Joshua Bonewell
AnalystCRD 7140209

Emma Schoeneberger
Portfolio AnalystCRD 5827342
Kossiwa Aka
ComplianceCRD 5461943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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