Finance Of America Securities LLC

Overview

Finance Of America Securities LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm registered with the SEC in 2017 and is owned by domestic entity/individual interests. FINTRX flags it as not being a capital allocator and not an active ESG investor; the profile also indicates it is not a multi-state adviser, not newly formed as an adviser, and not a pension consultant or related adviser. The public snapshot provides no detail on fee schedules, client types, advisory activities, or specific business lines. The absence of reported assets or client counts in FINTRX suggests the entity functions more as a broker-dealer/capital markets intermediary rather than a discretionary wealth manager, but FINTRX does not supply the operational detail necessary to confirm the firm’s primary revenue drivers or service mix.

Assets & Accounts

Location & Offices