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AFFIANCE FINANCIAL LLC
CRD 113200File 801-78208
APPROVED
Retail clients
Custody
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $28.3M
Clients
1,183
4,165 accounts
Employees
25
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 17, 2013
- Principal office
- 600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, 55426
- Phone
- 952-544-9818
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $28.3M
- Discretionary accounts
- 4,055
- Non-discretionary accounts
- 110
- Total accounts
- 4,165
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 358 | $1.03B |
| Pension and profit sharing plans | 5 | $2.4M |
| Individuals (other than high net worth individuals) | 820 | $335.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,115 | 1,183 | increased by68 |
| Mar 1, 2026 | AUM | $1,145,705,199 | $1,371,764,900 | increased by$226,059,701 |
| Mar 1, 2026 | Accounts | 3,799 | 4,165 | increased by366 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 25 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,052 | 1,115 | increased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,059,928,675 | $1,145,705,199 | increased by$85,776,524 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,184 | 3,799 | increased by615 |
| Apr 1, 2022 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2022 | Clients | 1,047 | 1,052 | increased by5 |
| Apr 1, 2022 | AUM | $888,714,318 | $1,059,928,675 | increased by$171,214,357 |
| Apr 1, 2022 | Accounts | 3,097 | 3,184 | increased by87 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AFFIANCE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AFFIANCE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.