Stancorp Equities, Inc.
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 19517
- Registered since
- July 10, 1987
- Website
- www.standard.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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