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 and is classified in the dataset as an investment bank. The record identifies the ownership as a domestic entity and/or individual, and the firm is not characterized as a capital allocator or a multi-state investment adviser. The profile indicates this entity does not report activity as an active ESG investor, pension consultant, related adviser, or newly formed adviser. Several advisory- and fee-related fields in the available data are blank, which aligns with the investment bank classification and suggests the firm’s primary functions may be transactional or broker-dealer oriented rather than traditional discretionary wealth management.

Assets & Accounts

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

    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