Mandate & appetite
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Investor profile
Affiance Financial LLC, based in the Minneapolis area, is an independent Registered Investment Adviser that focuses on comprehensive financial planning and investment management, including retirement and estate planning. The firm is dedicated to providing personalized, tax-efficient solutions for clients seeking tailored financial strategies.
Unlock mandates & allocation signals
See Affiance Financial's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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