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James Bruce Harbolt

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon
Clean recordSTANCORP INVESTMENT ADVISERS, INC.
1100 SW 6TH AVENUE, PORTLAND, OR 97204CRD# 2610245Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Bruce Harbolt · PORTLAND, OR
Registration
CRD #2610245 · STANCORP INVESTMENT ADVISERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Bruce Harbolt is a registered financial advisor based in PORTLAND, Oregon, affiliated with STANCORP INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STANCORP INVESTMENT ADVISERS, INC.
STANCORP INVESTMENT ADVISERS, INC.
AUM
$34.4B
Regulatory assets under management
Employees
112
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT
Regulatory
SEC/IARD CRD# 2610245
Firm CRD# 110228
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05

Frequently Asked Questions

What services does James Bruce Harbolt offer?
James Bruce Harbolt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are James Bruce Harbolt's credentials?
James Bruce Harbolt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bruce Harbolt located?
James Bruce Harbolt is based in PORTLAND, Oregon, working with STANCORP INVESTMENT ADVISERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does James Bruce Harbolt charge for services?
James Bruce Harbolt's firm is compensated through percentage of aum, subscription fees, other: as noted in schedule d misc,affiliate by intercompany agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANCORP INVESTMENT ADVISERS, INC.?
STANCORP INVESTMENT ADVISERS, INC. has approximately 112 employees and manages $34.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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