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Stancorp Investment Advisers, Inc.
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Portland, Oregon
$21.5 billion AUM
25 offices

Stancorp Investment Advisers, Inc. is based in Portland, Oregon and has $21.5 billion in assets under management.

Location
1100 SW Sixth Avenue
Portland, OR 97204
$21.5 billion
AUM
95
Employees
AUM Share
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$21,480,208,218
Assets under management
75,978 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 73,137 $2,686,053,774 13% $36,726
Pension and profit sharing plans 2,396 $16,354,563,157 76% $6,825,778
Charitable organizations 308 $1,957,140,714 9% $6,354,353
State or municipal government entities 137 $482,450,573 2% $3,521,537
Employees Share
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95
Employees
93
Investment analysts
98% of total employees
AUM per employee Share
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$21,480,208,218
Assets under management
$226,107,455
AUM per employee
$230,969,981
AUM per investment analyst
About Share
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Compensation

Stancorp Investment Advisers, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • As noted in schedule d misc
  • Affiliate by intercompany agreement
Services offered

Stancorp Investment Advisers, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 110,228
SEC number 801-57811
Legal structure Corporation
Legal governance Oregon, United States
Latest ADV filing date May 11, 2020

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