|
⚲
|
| Affiance Financial LLC
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| |
|---|---|
| CRD # | 113200 |
| SEC # | 801-78208 |
| CIK # | 0001723681 |
| AUM | $971.4 MM (2024-03-01) |
| Employees | 23 (39% Investors, 43% Brokers) |
| Phone | 952-544-9818 |
| Address | 600 Highway 169 South St Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.8 | |
| MSFT | 1,918,222.4 | 5.4 | |
| SPEM | 5.2 | ||
| UNH | 477,004.0 | 3.0 | |
| META | 434,852.0 | 2.7 | |
| GOOG | 1,482,566.4 | 2.6 | |
| AMZN | 1,092,997.8 | 2.1 | |
| TGT | 67,013.4 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 757 | 280.3 |
| (b) Individuals (high net worth individuals) | 270 | 688.4 |
| (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 | 2.8 |
| (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 | 3,288 | 971.4 |
| By Discretionary | ||
| Discretionary | 3,192 | 900.7 |
| Non-Discretionary | 96 | 70.7 |
| Total | 3,288 | 971.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 971.4 | |
| Total | 3,288 | 971.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001723681] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mariner Institutional LLC
✚
|
FL | 1.0 |
|
Spectrum Wealth Counsel LLC
✚
|
IN | 1.0 |
|
Shepherd Financial Partners LLC
✚
|
MA | 1.0 |
|
Cascade Financial Partners LLC
✚
|
CA | 1.0 |
|
Fermata Advisors LLC
✚
|
CA | 1.0 |
|
Quantum Financial Advisors LLC
✚
|
CA | 1.0 |
|
Hill Investment Group Partners LLC
✚
|
MO | 1.0 |
|
TD Capital Management LLC
✚
|
TN | 1.0 |
|
Hodges Capital Management Inc
✚
|
TX | 1.0 |
|
Flagstar Advisors Inc
✚
|
NY | 1.0 |