Mark
Rich

State Farm Investment Management Corp

CRD#3012693
Investment Advisor
in Kahului, HI

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About this Advisor

Mark Rich is a chartered financial consultant operating out of Kahului, Hawaii, who has been in the financial industry for 11 years. Rich is an advisor for State Farm Investment Management Corp. The advisor has gained experience at Mark Rich Insurance Agency, State Farm Vp Management Corp and State Farm Investment Management Corp. Rich maintains a Series 63 license, qualifying them as a securities representative, and can serve investors in Hawaii. State Farm Investment Management Corp is a company headquartered in Kahului, Hawaii. It administers $9 billion in total assets across its four customer accounts, making it one of the largest firms in the nation by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

444 Hana Highway Suite 212
Kahului, HI 96732-2315

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

HI Average: $6,674,516,078
Total Number of Employees

90

HI Average: 44
Total Number of Accounts

4

HI Average: 2,564
Average Account Size

$2,212,536,226

HI Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Mark Rich Work History

Mark has 11 years of experience.

2018 - Present (3 years)

State Farm Investment Management Corp

2009 - Present (12 years)

Mark Rich Insurance Agency

2009 - Present (12 years)

State Farm Vp Management Corp

Disclosures

Mark Rich has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Todd Anglin
Castro Valley, CA
Adam Hage
Crete, IL
Joe Mejia
Longmont, CO
Daniel Ahluwalia
Phoenix, AZ
Jessica Sung
Chicago, IL
Lori Pons
Panama City, FL
Thien Tran
Seminole, FL
Kimberly Copat
Meridian, ID

This content was compiled from the SEC and FINRA.

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