Clerestory Advisors, Inc.
Clerestory Advisors, Inc. (CRD# 148264) is a financial advisory firm headquartered in Bloomington, MN. They manage $71,414,790 in 170 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$420,087
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Clerestory Advisors, Inc.
1
Elizabeth Alf (CRD# 6693900) is an Investment Advisor Representative working at Clerestory Advisors, Inc. in Bloomington, MN and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.