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| Happy Holidays!! thanks for using AUM13F!! |
| Stancorp Investment Advisers Inc
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|---|---|
| CRD # | 110228 |
| SEC # | 801-57811 |
| CIK # | 0001120079 |
| AUM | $33.6 B (2025-06-25) |
| Employees | 82 (15% Investors, 89% Brokers) |
| Phone | 800-858-5420 |
| Address | 1100 SW Sixth Avenue Portland, OR 97204 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100,685 | 4.7 |
| (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 | 2,801 | 26.7 |
| (h) Charitable organizations | 149 | 1.4 |
| (i) State or municipal government entities | 93 | 0.7 |
| (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 | 103,728 | 33.6 |
| By Discretionary | ||
| Discretionary | 103,728 | 33.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 103,728 | 33.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.6 | |
| Total | 103,728 | 33.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001120079] |
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|---|---|---|
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Beutel Goodman & Company Ltd
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36.3 | |
|
Atlanta Capital Management Company LLC
✚
|
GA | 36.3 |
|
Edgewood Management LLC
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CT | 35.9 |
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Wealthfront Advisers LLC
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CA | 35.9 |
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BMO Private Investment Counsel Inc
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35.8 | |
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IEQ Capital LLC
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CA | 35.4 |
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Fayez Sarofim & Co LLC
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TX | 34.5 |
|
CWM LLC
✚
|
NE | 33.8 |
|
Western Asset Management Company Limited
✚
|
33.6 | |
|
ASB Capital Management LLC
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|
MD | 32.9 |