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 corporation registered with the SEC since 1971 that provides discretionary portfolio management to individuals, small businesses and investment companies. The firm charges a fee as a percentage of assets under management and reports clients that include both individual and family relationships as well as institutional accounts. Advisory services recorded for the firm focus on portfolio management for individuals/small businesses and for investment companies. The firm is not flagged as an active ESG investor. The company lists industry affiliations that include broker-dealer and insurance company relationships, and its organizational ownership is described as a domestic entity/individual. A substantial office footprint is reported across the U.S., which reflects a broad distribution or servicing network rather than a narrow regional practice.
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
3 of 13TRUNG NGUYEN
CEOCRD 5749825
Cooper Raymond
Marketing CoordinatorCRD 8076956
CARTER NICHOLSON
President, CEOCRD 6024508
Contacts
3 of 6853ROBERT CARIOLA
Insurance AgentCRD 4040388
DERON POWELL
AgentCRD 3194724
KELLY O'BRIEN
Insurance AgentCRD 5146351
Wealth 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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