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| Affiance Financial LLC
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|
|---|---|
| CRD # | 113200 |
| SEC # | 801-78208 |
| CIK # | 0076250069, 0001723681 |
| AUM | $1.4 B (2026-06-10) |
| Employees | 25 (44% Investors, 52% Brokers) |
| Phone | 952-544-9818 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 13.5 | ||
| Apple Inc | 10.2 | ||
| Alphabet Inc | 4.9 | ||
| Microsoft Corp | 4.0 | ||
| Amazon Com Inc | 4.0 | ||
| Alphabet Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 820 | 335.1 |
| (b) Individuals (high net worth individuals) | 358 | 1,034.3 |
| (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 | 5 | 2.4 |
| (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 | 4,165 | 1,371.8 |
| By Discretionary | ||
| Discretionary | 4,055 | 1,343.4 |
| Non-Discretionary | 110 | 28.3 |
| Total | 4,165 | 1,371.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,371.8 | |
| Total | 4,165 | 1,371.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723681] |
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|---|---|---|
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.4 |
|
LJI Wealth Management LLC
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IN | 1.4 |
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IL | 1.4 |
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Beirne Wealth Consulting Services LLC
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Next Level Private LLC
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NY | 1.4 |
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Meridian Wealth Partners LLC
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Diaphanum Americas LLC
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1.4 | |
|
Aegis Financial Corporation
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VA | 1.4 |
|
Asset Risk Consultants UK Limited
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1.4 | |
|
Capital Advisors Ltd LLC
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OH | 1.4 |