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Julie Ann Grandstaff

STANCORP INVESTMENT ADVISERS, INC.·PORTLAND, Oregon
Clean recordSTANCORP INVESTMENT ADVISERS, INC.
1100 SW 6TH AVENUE, PORTLAND, OR 97204CRD# 4367434Firm CRD# 110228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Grandstaff · PORTLAND, OR
Registration
CRD #4367434 · STANCORP INVESTMENT ADVISERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Ann Grandstaff 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
View all advisors at STANCORP INVESTMENT ADVISERS, INC. →
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# 4367434
Firm CRD# 110228
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Grandstaff offer?
Julie Ann Grandstaff specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Julie Ann Grandstaff's credentials?
Julie Ann Grandstaff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Grandstaff located?
Julie Ann Grandstaff 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 Julie Ann Grandstaff charge for services?
Julie Ann Grandstaff'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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Other Advisors at STANCORP INVESTMENT ADVISERS, INC.

Elizabeth Ann Fouts
PORTLAND, OR
Scott Allen Hibbs
PORTLAND, OR
Gary Lee Werkman
PORTLAND, OR
Jeffrey Scott Press
PORTLAND, OR
Harley D Spring
PORTLAND, OR
John G Rucker
PORTLAND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in OregonNational Fee Analysis
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