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AFFIANCE FINANCIAL LLC
CRD 113200 · SEC 801-78208
600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, 55426, United States
Phone
952-544-9818
Fax
952-544-5524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.34B
Team
25 total employees; 11 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 820 | $335.1M |
| High net worth individuals | 358 | $1.03B |
| Pension/profit sharing plans | 5 | $2.4M |
States served
AZ, CA, CO, DC, GA, IL, IN, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, PA, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD