Stancorp Investment Advisers, Inc
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Overview
Stancorp Investment Advisers, Inc is located at 1100 SW Sixth Avenue, Portland, OR. The firm employs 12 financial advisors to manage client portfolios and provide financial guidance. Stancorp Investment Advisers, Inc is not a registered broker-dealer.
Stancorp Investment Advisers, Inc oversees $34.4 billion in assets under management across 126,310 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The firm caters to retail investors, pension plans, charitable organizations, and state or municipal government entities, with retail investors being the largest client type by accounts. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a pension consultant.
Stancorp Investment Advisers, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stancorp Investment Advisers, Inc by the Numbers
$34.4 billion
112
126,310
$272.2 thousand
Fee Structure
A financial advisor's fees largely depend on the financial services provided. Fees billed by Stancorp Investment Advisers, Inc likely consist of some blend of the following fee structures: asset-based, fixed, or other.
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
It works with retail investors, pension plans, charitable organizations, and state or municipal government entities. Out of its 4 clients, Stancorp Investment Advisers, Inc's biggest client group by number of accounts is pension plans.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 97.01%
- Corporations - 2.87%
- 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
Portland, OR
Denver, CO
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Minneapolis, MN
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SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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