Affiance Financial LLC
Nombre legal: AFFIANCE FINANCIAL LLC
Detalles de contacto completos
Affiance Financial LLC
600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN
952-544-9818
952-544-5524
Otra información
Affiance Financial LLC es una empresa de responsabilidad limitada con sede en Minnesota que emplea a 23 personas, 10 de ellas en roles de asesoramiento. La SEC (Comisión de Bolsa y Valores de EE. UU.) ha aprobado la firma, que actualmente atiende a 6 clientes. Su fecha de registro fue el 17 de junio de 2013.
Financial Planning Services Minneapolis | Affiance Financial
Our team at Affiance Financial provides comprehensive financial planning and wealth management services near your location in the Twin Cities.
Propietarios directos
-
AFFIANCE FINANCIAL INC
MEMBER posee más del 25% pero menos del 50%
-
ERIC STEVEN UNGER
CHIEF COMPLIANCE OFFICER posee menos de 5%
-
GAMEFISH, INC.
MEMBER posee más del 25% pero menos del 50%
-
SETH ARIEL MEISLER
MEMBER posee más del 10% pero menos del 25%
Propietarios indirectos
-
ANDREW BERT FISHMAN
CEO posee 75% o más
-
STEVEN MICHAEL LEAR
PRESIDENT posee 75% o más
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Noticias
- Unveiling the Strategic Shifts: How Affiance Financial's Portfolio Transformations Herald Industry Trends
- Affiance Financial, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Affiance Financial, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Affiance Financial, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Investing in Q4 2022 vs Q1 2023: How Affiance Financial's Holdings Changed
Top Holdings
- ISHARES TR CORE S&P MCP ETF $31,624k
- VANGUARD BD INDEX FD INC $18,116k
- ISHARES TR CORE S&P SCP ETF $12,846k
- VANGUARD INDEX FDS TOTAL STK MKT $8,585k
- INVESCO EXCHANGE TRADED FD T $7,766k
- FLAHERTY & CRUMRINE $7,575k
- JP MORGAN EXCHANGE TRADED FD $4,804k
- VANGUARD INDEX FDS REAL ESTATE ETF $3,801k
- SELECT SECTOR SPDR TR SBI CONS STPLS $2,428k
- Apple Inc $2,424k