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Home > Retirement Planners > oregon > portland > STANCORP INVESTMENT ADVISERS, INC.
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue
P9
Portland, Oregon 97204
Tel: 800-858-5420
About STANCORP INVESTMENT ADVISERS, INC.
STANCORP INVESTMENT ADVISERS, INC, formally registered with the SEC as STANCORP INVESTMENT ADVISERS, INC. The firm was established in 07/31/2000. They have over 2 offices throughout the country.
STANCORP INVESTMENT ADVISERS, INC. is a Portland, Oregon based Financial Planning firm with nearly $34,385,256,113 assets under management, offering retirement planning & investment advisory services to 126310 clients. The firm is staffed with 112 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110228 |
| SEC# | 801-57811 |
| Assets Managed by Firm | $34,385,256,113 |
| No. of Clients | 126310 |
| No. of Advisors | 112 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 126310 | $34,385,256,113 |
| Individuals (other than high net worth individuals) | 122529 | $5,058,989,962 |
| Pension and profit sharing plans | 3531 | $27,656,672,138 |
| Charitable organizations | 155 | $1,193,260,774 |
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