Grant
Lowes

Stancorp Investment Advisers, Inc

CRD#2595615
Investment Advisor
in Portland, OR
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About this Advisor

Grant Lowes is an investment advisor whose office is in Portland, Oregon. Currently an investment advisor at Stancorp Investment Advisers, Inc, Lowes has 10 years of professional experience in the financial advisory industry. Lowes holds a Series 63 license, qualifying the advisor as a securities broker. Lowes is able to operate based out of Oregon and Washington. Throughout their career, Lowes has worked at Stancorp Equities, Inc and Stancorp Investment Advisers, Inc. Stancorp Investment Advisers, Inc is located in Portland, Oregon, and has 26 other brick-and-mortar locations in the nation. As a registered advisory firm, Stancorp Investment Advisers, Inc manages $19 billion in assets throughout 57,320 accounts and employs more than 95 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 56,541 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 57,320 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Stancorp Investment Advisers, Inc offers portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

900 Sw 5Th Avenue
Portland, OR 97204

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$21,032,353,419

OR Average: $1,120,203,312
Total Number of Employees

95

OR Average: 50
Total Number of Accounts

64,398

OR Average: 1,309
Average Account Size

$326,599

OR Average: $855,770

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Grant Lowes Work History

Grant has 10 years of experience.

2008 - Present (11 years)

Stancorp Equities, Inc

2008 - Present (11 years)

Stancorp Investment Advisers, Inc

Disclosures

Grant Lowes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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