State Farm Vp Management Corp.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
8,124
Avg account
$0

Firm details

Headquarters
Bloomington, Illinois
CRD number
43036
Registered since
November 19, 1997

Firm profile

FINTRX

Overview

State Farm Vp Management Corp. is a corporation that operates as an insurance broker-dealer and has been SEC-registered since 1997. The firm is listed as a domestic entity/individual owner type and is not designated as a capital allocator. Public information does not list advisory or pension consulting activity tied to the firm. Public filings indicate the firm does not present itself as an ESG-focused investor and is not registered as a multi-state adviser. It is not identified as a related adviser in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 17
  • Trung Nguyen

    Trung Nguyen

    CEOCRD 5749825

  • Gary Albert

    Gary Albert

    Compliance CoordinatorCRD 4687224

  • Terrence Ludwig

    Terrence Ludwig

    Chief Compliance OfficerCRD 3231040

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Contacts

3 of 8107
  • Patrick Buchanan

    Patrick Buchanan

    AgentCRD 5640098

  • Lauren Gilbert

    Lauren Gilbert

    Insurance AgentCRD 5641012

  • Cody Ruple

    Cody Ruple

    Investment Advisor RepresentativeCRD 5649176

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$1.3B in ETFs

Passive

99%

$1.2B

Active

1%

$15M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$370M538,48929.55%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth