State Farm Investment Management Corp
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Overview
State Farm Investment Management Corp operates as a financial advisory company headquartered in Bloomington, Illinois. The firm handles $9.3 billion in total assets across four client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The company has a small group, including 22 financial advisors. State Farm Investment Management Corp does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like equities, options and bonds.
State Farm Investment Management Corp administers all of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments for the client's account without needing client authorization. The company supervises an average of $2.3 billion in assets for every client account. An average financial advisor at State Farm Investment Management Corp oversees fewer than one client account, placing it among the most personalized firms in the country.
The firm's main office is at One State Farm Plaza, Bloomington, Illinois 61710-0001. State Farm Investment Management Corp is registered to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
State Farm Investment Management Corp by the Numbers
$9.3 billion
22
4
$2.3 billion
Fee Structure
Financial advisory fees largely depend on the type of financial services offered. Fees billed by the company typically consist of the following fee type: asset-based. State Farm Investment Management Corp does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies. Out of its four customers, State Farm Investment Management Corp's largest client group by number of accounts is investment companies. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
State Farm Investment Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at State Farm Investment Management Corp
Prescott, AZ
West Hills, CA
Arlington Heights, IL
Collierville, TN
Dakota Dunes, SD
Cathedral City, CA
Salt Lake City, UT
San Ramon, CA
Bend, OR
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