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 has been SEC-registered since 1987. Ownership is reported as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and note it is not designated as a capital allocator or a related adviser. The firm is not identified as an active ESG investor, nor is it flagged as a multistate or newly formed adviser. The source material does not provide details on its advisory services, fee model, or client segments.
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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