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AFFIANCE FINANCIAL LLC

600 Highway 169 South
Suite 1750
St. Louis Park, Minnesota 55426
Tel: 952-544-9818

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About AFFIANCE FINANCIAL LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#113200
SEC#801-78208
Assets Managed by Firm$971,389,913
No. of Clients3288
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total3288$971,389,913
Individuals (other than high net worth individuals)757$280,278,408
High net worth individuals270$688,354,490
Pension and profit sharing plans4$2,757,015

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