Alerus Retirement And Benefits
$241M reported client assets across 1 advisory firms in FY2022 annual amendments
Reported client assets over time
$241M
$263M
2021
2022
Same-firm comparison: 1 firms that reported Alerus Retirement And Benefits in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Apella Capital, Llc | $241M | $2.5B | 9.7% | 03/29/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.