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 registered as a limited liability company and has been SEC-registered since 2017. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The entity is listed as having domestic ownership (domestic entity/individual) and does not appear as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The record indicates the firm is not identified as an active ESG investor.
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
Owners & executives
1 of 1
Peter Mahon
President and Chief Compliance OfficerCRD 5461336
Contacts
3 of 4Joshua 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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