Alerus Investment Advisors Corporation

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Assets, Funds, Holdings

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Alerus Investment Advisors Corporation
CRD #145129
SEC #801-68381
CIK #0001541895
AUM
Employees 15 (53% Investors, 20% Brokers)
Phone877-493-5858
Address10900 Wayzata Blvd Suite 120
Minnetonka, MN 55305
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
18001440108072036002005201120172024
Sector Form 13F Holdings Value ($M)
General Electric Co 10.7
Alphabet Inc 10.5
Johnson & Johnson 10.2
Microsoft Corp 9.0
CVS Caremark Corp 7.3
Honeywell International Inc 7.1
J P Morgan Chase & Co 7.1
Lowes Companies Inc 6.9
Verizon Communications Inc 6.8
Cognizant Technology Solutions Corp 6.7
View All
Holdings by Sector ($M)
1400112084056028002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 126 1,774.8
By Discretionary
Discretionary 78 1,751.0
Non-Discretionary 48 23.8
Total 126 1,774.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,774.8
Total 126 1,774.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001541895]
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