Stancorp Investment Advisers, Inc
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Learn more about Stancorp Investment Advisers, Inc
Overview
Stancorp Investment Advisers, Inc operates as a financial advisor firm that has its headquarters in Portland, Oregon. The firm handles $16.2 billion in total assets over 116,850 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 12 financial advisors. Stancorp Investment Advisers, Inc does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as equities, options and bonds.
Stancorp Investment Advisers, Inc administers all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing to seek the customer's consent. Stancorp Investment Advisers, Inc manages an average of $138,762 for each client account. An average advisor at Stancorp Investment Advisers, Inc oversees around 9,738 client accounts.
Stancorp Investment Advisers, Inc's headquarters is at 1100 Sw Sixth Avenue, Portland, Oregon 97204. It is allowed to provide services to customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stancorp Investment Advisers, Inc by the Numbers
$16.2 billion
82
116,850
$138.8 thousand
Fee Structure
Fees for financial management usually vary depending on which service is offered. However, fee types billed by the firm likely include some combination of the following fee types: asset-based, fixed or other. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company caters to retail investors, pension plans, charitable organizations and state or municipal government entities. Out of its 116,850 customers, Stancorp Investment Advisers, Inc's biggest client by number of accounts is retail investors. None of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 98.42%
- Corporations - 1.46%
- Charitable Organizations - 0.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stancorp Investment Advisers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Stancorp Investment Advisers, Inc
Portland, OR
Portland, OR
Mandeville, LA
Cincinnati, OH
Portland, OR
Portland, OR
Portland, OR
Portland, OR
North Bend, WA
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