# AFFIANCE FINANCIAL LLC

AFFIANCE FINANCIAL LLC of ST. LOUIS PARK, MN is an SEC-registered investment adviser.

## Registration

- CRD: 113200
- Type: SEC-registered investment adviser
- SEC file number: 801-78208
- Location: 600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, 55426
- Phone: 952-544-9818
- Latest filing: 2026-06-10
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $28.3M
- Clients: 25
- Accounts: 4,165

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Bert Fishman | CEO; MANAGING MEMBER | — |
| Eric Steven Unger | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Steven Michael Lear | SHAREHOLDER | — |
| Marcia Ann Zappa | MEMBER/DIRECTOR OF BUSINESS DEVELOPMENT AND MARKETING | — |
| Daniel Zavie Lear | MANAGING MEMBER | — |
| Kyle Scott Berg | MANAGING MEMBER | — |
| FISHMAN ANDREW BERT | CEO; MANAGING MEMBER; MEMBER (+1 more) | — |
| MEISLER SETH ARIEL | MEMBER; PARTNER | — |
| UNGER ERIC STEVEN | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LEAR STEVEN MICHAEL | PARTNER; PRESIDENT; SHAREHOLDER | — |
| LEAR DANIEL ZAVIE | MEMBER | — |
| Marc Samuel Usem | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113200/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113200/similar
- Related entities: https://search.stillhousedata.com/firm/113200/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113200

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.