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
3001 Metro Drive, Suite 220, Bloomington, MN 55425
http://www.clerestoryadvisors.com/
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Clerestory Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Alf, financial advisor Bloomington MN
Elizabeth A. Alf
CRD#: 6693900
3001 Metro Drive, Suite 220, Bloomington, MN 55425

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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