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AFFIANCE FINANCIAL LLC

ST. LOUIS PARK, MN · CRD 113200 · IAPD ↗ · affiancefinancial.com · 952-544-9818

$1.37BRegulatory AUM
11Advisory reps
25Employees
8Clients
26-50Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2025 — AFFIANCE FINANCIAL LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — AFFIANCE FINANCIAL LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — AFFIANCE FINANCIAL LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — AFFIANCE FINANCIAL LLC crossed $1B in regulatory AUM ($971.4M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.