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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest alphaFusion atlas +more
- Established Date
- 06-17-2013
- Office Locations
- 3
Office Locations
About Affiance Financial LLC
Affiance Financial is an independent Minneapolis-area financial planning and investment firm providing comprehensive planning (tax, estate/legacy, education, and insurance/risk management) alongside disciplined investment management focused on tax-efficient, globally diversified portfolios. The team supports professionals, families, retirees, and business owners, including strategies for retirement income and unwinding concentrated company stock. Offers high-touch solutions for small-business retirement plans and custodies assets at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC STEVEN UNGER
Chief Compliance Officer, Director
- CRD
- #5198629
- Ownership
- 10% but less than 25%
Marcia Ann Zappa
DIRECTOR OF BUSINESS DEVELOPMENT
- CRD
- --
- Ownership
- 5% but less than 10%
Prime glacier
Unison north
- CRD
- #19313
- Ownership
- 31.6%
Showing 2 of 3 owners & executives
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KYLE SCOTT BERG
Financial Advisor, General Partner
- CRD
- #6186536
MICHAEL NATHAN FISHMAN
Partner, Financial Planner
- CRD
- #6343195
Prime zenith
Meridian pathway value
- CRD
- #17964
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,343,415,008 | $331,298 |
| Non-Discretionary | $28,349,892 | $257,726 |
| Total | $1,371,764,900 | $329,355 |
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Separately Managed Accounts
Total SMA Asset: $1,371,764,900
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,646,376,878 | 29.1% |
| Cash | $1,086,269,280 | 19.2% |
| Equity - Exchange | $1,369,151,905 | 24.2% |
| Corporate - Investment Grade | $594,053,513 | 10.5% |
| U.S. Government/Agency | $961,800,926 | 17.0% |
| Total | $5,657,652,502 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FOUNDATION TIMBER | VERTEX MATRIX | C4CN7XWOC | PKVK | 3.29% | $46,406,341 |
| BEACON VECTOR | ATLAS VALUE | 8D7PXEMLO | PRJQ | 3.63% | $61,367,486 |
| ALPHA HARBOR VECTOR | OAK SUMMIT | 7JBS60J1G | YFYJP | 5.85% | $23,709,548 |
| PRIME RIDGE FUSION | OAK EAGLE | DZ8HEGTP0 | EIVDV | 3.07% | $31,980,674 |
| DELTA OPTIMA ATLAS | EAGLE PIONEER | 0ZV2EL1B6 | QPFWM | 5.16% | $106,621,610 |
| PRIME TIMBER | WAVE NORTH | 106JQE6WH | SWI | 7.62% | $111,240,389 |
| RADIAL TIMBER | DELTA UNISON | OVKDTF6RC | QPR | 1.75% | $17,011,834 |
| BEACON SIGNAL EAGLE | TIMBER CREST | 0F0X44DLI | SNUZ | 9.49% | $49,986,919 |