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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Affiance Financial LLC
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|---|---|
| CRD # | 113200 |
| SEC # | 801-78208 |
| CIK # | 0001723681, 0076250069 |
| AUM | $1.1 B (2025-04-21) |
| Employees | 25 (40% Investors, 40% Brokers) |
| Phone | 952-544-9818 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Global MOFY Metaverse Ltd | 7.9 | ||
| Microsoft Corp | 5.7 | ||
| Facebook Inc | 3.4 | ||
| Amazon Com Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Nvidia Corp | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 797 | 305.4 |
| (b) Individuals (high net worth individuals) | 314 | 837.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,799 | 1,145.7 |
| By Discretionary | ||
| Discretionary | 103 | 1,074.4 |
| Non-Discretionary | 3,696 | 71.3 |
| Total | 3,799 | 1,145.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,145.7 | |
| Total | 3,799 | 1,145.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723681] |
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