State Farm Investment Management Corp.
Firm details
- Headquarters
- Bloomington, Illinois
- CRD number
- 3487
- Registered since
- December 14, 1971
- Website
- www.statefarm.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies96.3%
- Individuals3.11%
- HNWI0.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
State Farm Investment Management Corp. is a corporate, non-independent retail investment adviser that provides portfolio management for individual and small business clients as well as for investment companies. The firm is registered with the SEC (registered in 1971) and bills advisory services on a percentage-of-AUM basis. Its client base includes both individual & family clients and institutional clients. The firm is affiliated with broker-dealer and insurance company activities and does not present itself as an active ESG investor or as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, IL
Mclean
Location
Bloomington, IL
Headquartered in Bloomington, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Mclean
- Address
- 1 State Farm Plz
- Time zone
- CT (UTC-6)
- Office locations
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