Affiance Financial LLC
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 113200
- Registered since
- June 17, 2013
- Website
- www.affiancefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.4%
- Individuals24.43%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Affiance Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves a mix of individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Its fee model combines asset-based fees with fixed-fee engagements. Affiance self-identifies as an active ESG investor and reports using third-party managers for certain strategies. Business ownership is domestic/individual and the firm is positioned as a multi-service RIA that blends planning with discretionary portfolio management across client segments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Marc Usem
Chief Investment OfficerCRD 2383407
Contacts
3 of 12
Kyle Berg
Partner, Financial PlannerCRD 6186536
Marcia Zappa
PartnerCRD 6565325
Hunter Schwimmer
IARCRD 7473208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$676M in ETFs
89%
$604M
7%
$72.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $134M | 194,493 | 19.76% |
Location
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 600 Highway 169 S
- Time zone
- CT (UTC-6)
- Office locations
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