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. FINTRX classifies the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. Available records indicate the firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also marks it as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not supply descriptive detail on the firm’s advisory mandates, fee models, or client segmentation.

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

    COOCRD 5039063

  • DONNA BARTLETT

    Chief Compliance OfficerCRD 1813672

  • Kevin McAtamney

    Managing Member And Chief Compliance OfficerCRD 6396283

Contacts

3 of 188
  • Richard Nowicki

    Regional Vice PresidentCRD 5007100

  • CHRISTINA FERGUSON

    Senior Director, Relationship ManagementCRD 4857660

  • DANIEL KRETZ

    Regional Vice PresidentCRD 4611371

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