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 ($M)
18001440108072036002005201120172024
CIK Period
0001541895
Sector Form 13F Holdings Value ($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
Exxon Mobil Corp 6.4
Medtronic Holdings Ltd 6.3
PepsiCo Inc 6.3
UnitedHealth Group Inc 5.9
Pfizer Inc 5.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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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