Affiance Financial LLC

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Assets, Funds, Holdings

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Affiance Financial LLC
CRD #113200
SEC #801-78208
CIK #0001723681
AUM $971.4 MM (2024-03-01)
Employees 23 (39% Investors, 43% Brokers)
Phone952-544-9818
Address600 Highway 169 South
St Louis Park, MN 55426
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
110088066044022002009201420192025
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 ($MM)
4003202401608002014201720212025
AUM Breakdown Accounts AUM ($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
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