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 is recorded as SEC-registered since 1987. Ownership is identified as a combination of a domestic entity and an individual. The firm's regulatory classification is listed as "Unclassified" in the available snapshot. The firm has provided very limited public detail about its business model: there are no explicit entries for client segments, fee schedules, advisory activities, or stated business lines in the source data. The snapshot flags that Stancorp Equities, Inc. does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not identified as a related adviser.

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

  • Donna Bartlett

    Donna Bartlett

    Chief Compliance OfficerCRD 1813672

  • Kevin McAtamney

    Kevin McAtamney

    Managing Member And Chief Compliance OfficerCRD 6396283

Contacts

3 of 188
  • Richard Nowicki

    Richard Nowicki

    Regional Vice PresidentCRD 5007100

  • Christina Ferguson

    Christina Ferguson

    Senior Director, Relationship ManagementCRD 4857660

  • Daniel Kretz

    Daniel Kretz

    Regional Vice PresidentCRD 4611371

Unlock 185 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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