Clerestory Advisors - Crunchbase Company Profile & Funding

Overview

Clerestory Advisors

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Clerestory Advisors

CB Rank

1559249

Clerestory Advisors helps couples, independent women transitioning into retirement, and young professional families with long-term success.

Founded

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Private

Bloomington, Minnesota, United States

1-10

clerestoryadvisors.com

Consulting

Financial Services

Retirement

Key People

Tom Alf: Founder and Principal
Elizabeth Alf: Principal and Owner

Details

Legal Name

Clerestory Advisors, Inc.

Operating Status

Active

Company Type

For Profit

Founders

Tom Alf

Phone Number

1 (651) 209-2610

Contact Email

liz@clerestoryadvisors.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fee-Only Financial Planning

Provides independent, fee-only financial planning and investment management services to individuals and families, focusing on retirement transition and long-term financial success.

Social Security Benefits Planning

Assists clients in understanding and optimizing Social Security claiming strategies to maximize lifetime benefits for individuals and married couples.