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 that works with both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Affiance Financial is SEC-registered (initially registered in 2013) and reports using a mix of percentage-of-AUM and fixed-fee arrangements. The firm identifies as an active ESG investor and is neither a capital allocator nor a pension consultant.
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
Eric Unger
Partner, PresidentCRD 5198629
Kyle Berg
Partner, Financial PlannerCRD 6186536
Daniel Lear
Partner, Financial PlannerCRD 6201645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$679M in ETFs
90%
$611M
7%
$68.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $136M | 194,477 | 20.06% |
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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