State Farm Investment Management Corp. is a large advisory firm based in Bloomington. It manages $7.45 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
State Farm Investment Management Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of State Farm Investment Management Corp. is $7.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay State Farm Investment Management Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Vincent Joseph Trosino is investment companies with 1 clients and $7.45 billion of assets under management. Among the 11 most similar advisory firms, State Farm Investment Management Corp has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.45 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
State Farm Investment Management Corp doesn't advise any private funds.
The company employs 90 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Vincent Joseph Trosino has been acting as President since 1 Sep 1987. Terrence Michael Ludwig joined the executive team most recently as the Chief Compliance Officer & Treasurer.
The principal office where State Farm Investment Management Corp. performs its advisory services is located at One State Farm Plaza, Bloomington, IL 61710 0001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-447-0740 or by fax 309-763-9462. The normal business hours are 8:00 - 4:15 on Monday - Friday.