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Building 2AFFIANCE FINANCIAL LLC

Map pinST. LOUIS PARK, MN
Phone952-544-9818
NotebookSEC #801-78208
Total AUM
$1.4B
Employees
25
Clients
1,183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 HIGHWAY 169 SOUTH
SUITE 1750
ST. LOUIS PARK
MN 55426
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
952-544-9818
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,165
Discretionary
$1.3B
Accounts
4,055
Non-Discretionary
$28.3M
Accounts
110

ContactClients

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Individual Clients
820
AUM
$335.1M
HNW Individual Clients
358
AUM
$1B
Pension/Profit Sharing Plan Clients
5
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILINMAMDMIMNNCNENHNJNVNYOHPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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