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CLERESTORY ADVISORS, INC
CRD 148264
3001 METRO DRIVE, SUITE 220, BLOOMINGTON, MN, 55425, United States
Phone
651-209-2610
Fax
651-331-3030
Registration
— (—)
Source
State registered
Total AUM
$99.6M
Discretionary AUM
$99.6M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Fixed fees
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $9.0M |
| High net worth individuals | 39 | $90.6M |
All web addresses on file
- https://www.feeonlynetwork.com/financial-advisor/elizabeth-alf/
- https://www.napfa.org/member/32470/1708
- https://www.linkedin.com/in/elizabeth-alf-a1022410a/
- HTTP://WWW.CLERESTORYADVISORS.COM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CLERESTORY-ADVISORS.COM
- https://www.wealthtender.com/financial-advisors/elizabeth-alf-CFP/
- https://www.savvyladies.org/education/slvolunteer/liz-alf/
Official SEC filing: View on IAPD