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Stancorp Investment Advisers Inc
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CRD # | 110228 |
SEC # | 801-57811 |
CIK # | 0001120079 |
AUM | $16.2 BB (2023-03-31) |
Employees | 82 (15% Investors, 90% Brokers) |
Phone | 800-858-5420 |
Address | 1100 SW Sixth Avenue Portland, OR 97204 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 114,999 | 4.1 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1,611 | 10.8 |
(h) Charitable organizations | 146 | 0.9 |
(i) State or municipal government entities | 94 | 0.4 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 116,850 | 16.2 |
By Discretionary | ||
Discretionary | 116,850 | 16.2 |
Non-Discretionary | 0 | 0.0 |
Total | 116,850 | 16.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 16.2 | |
Total | 116,850 | 16.2 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001120079] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Garcia Hamilton & Associates LP
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|
TX | 16.8 |
Plante Moran Financial Advisors LLC
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|
MI | 16.7 |
Government Portfolio Advisors LLC
✚
|
OR | 16.7 |
Fund Evaluation Group LLC
✚
|
OH | 16.6 |
Comprehensive Financial Management LLC
✚
|
CA | 16.6 |
Johnson Investment Counsel Inc
✚
|
OH | 16.3 |
Ardea Investment Management PTY Limited
✚
|
16.1 | |
TD Ameritrade Investment Management LLC
✚
|
NE | 15.8 |
Lincoln Investment Planning LLC
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|
PA | 15.4 |
Sage Advisory Services Ltd Co
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|
TX | 15.3 |