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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OptimaCatalyst matrix +more
- Established Date
- 10-27-2009
- Office Locations
- 1
Office Locations
About Clerestory Advisors, INC
Clerestory Advisors is a fee-only financial planning and investment management firm in Bloomington, MN serving the Minneapolis-St. Paul area. The team works primarily with couples, independent women, young professional families, and people approaching retirement, delivering wealth management plus retirement, tax, and estate planning. Their planning-first, tax-integrated approach addresses items like Roth conversions, RMD and Social Security timing, and charitable giving. Client assets are custodied at Schwab, and pricing is structured as flat annual fees.
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Owner & Executives
Elizabeth Ann Alf
Chief Compliance Officer, Principal Owner
- CRD
- #6693900
- Ownership
- 75% or more
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Joseph Edward Limond
Financial Planner
- CRD
- #6763264
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,615,195 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,615,195 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,615,195
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,558,400,866 | 29.5% |
| U.S. Government/Agency | $1,373,505,848 | 26.0% |
| Cash | $1,489,725,574 | 28.2% |
| Equity - Exchange | $861,082,513 | 16.3% |
| Total | $5,282,714,801 | 100.0% |