600 Highway 169 South
Suite 1750
St. Louis Park, Minnesota 55426
Tel: 952-544-9818
AFFIANCE FINANCIAL LLC, formally registered with the SEC as AFFIANCE FINANCIAL LLC. The firm was established in 06/17/2013. They have over 1 offices throughout the country.
AFFIANCE FINANCIAL LLC is a St. Louis Park, Minnesota based Financial Planning firm with nearly $971,389,913 assets under management, offering retirement planning & investment advisory services to 3288 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113200 |
SEC# | 801-78208 |
Assets Managed by Firm | $971,389,913 |
No. of Clients | 3288 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3288 | $971,389,913 |
Individuals (other than high net worth individuals) | 757 | $280,278,408 |
High net worth individuals | 270 | $688,354,490 |
Pension and profit sharing plans | 4 | $2,757,015 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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