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. 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

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