CLERESTORY ADVISORS, INC

CLERESTORY ADVISORS, INC of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 148264). Regulatory assets under management: $99.6M.

Registration

• CRD: 148264
• Type: Registered investment adviser
• Location: 3001 METRO DRIVE, BLOOMINGTON, MN, 55425
• Phone: 651-209-2610
• Latest filing: 2026-01-26
• Regulatory AUM: $99.6M
• Discretionary AUM: $99.6M
• Clients: 3
• Accounts: 227

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search