Stancorp Equities, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
191
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
19517
Registered since
July 10, 1987

Firm profile

FINTRX

Overview

Stancorp Equities, Inc. is organized as a corporation and has been SEC-registered since 1987. The FINTRX snapshot identifies its ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The firm is not flagged as a capital allocator, it is not recorded as an active ESG investor, and it is not listed as a multi-state adviser. The profile does not include details on business activities, advisory services, fee structure, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Charles Lim

    Charles Lim

    COOCRD 5039063

  • Kevin McAtamney

    Kevin McAtamney

    Managing Member And Chief Compliance OfficerCRD 6396283

  • Donna Bartlett

    Donna Bartlett

    Chief Compliance OfficerCRD 1813672

Contacts

3 of 188
  • Seth Marsters

    Seth Marsters

    Regional Vice PresidentCRD 5645098

  • Bradley Weber

    Bradley Weber

    Regional Vice PresidentCRD 5688533

  • Adam Skach

    Adam Skach

    Investment AnalystCRD 5814535

Unlock 185 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, OR

Multnomah

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Multnomah
Address
1100 Sw 6th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth