State Farm Investment Management is an investment advisor in Bloomington with $10.85 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
370902469
SEC advisor number
801-8184
FINRA CRD number
3487
AUM ?
$10.85 bn
(as of 30 Mar 22)
Accounts
4
(as of 30 Mar 22)
Employees
22
(22 investment advisory or research)
Office hours
Monday - Friday, 8:00 - 4:15
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tipsord, Michael, Leon | President & Director | 04/2015 | < 5% |
Harbert, Randall, Houston | SR. Vice President & Director | 12/2011 | < 5% |
State Farm Mutual Automobile Insurance Company | Owner | 09/1995 | > 75% |
Smith, Paul, Joseph | SR. Vice President & Director | 03/2011 | < 5% |
Monk, Joseph, Riley | SR. Vice President & Director | 07/2010 | < 5% |
Ludwig, Terrence, Michael | Chief Compliance Officer & Treasurer | 02/2018 | < 5% |
Hintz, Scott, Alexander | Vice President - Financial and Secretary | 12/2018 | < 5% |
Mineau, Sarah | Vice President & Director | 03/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 May 24
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
10 Nov 22
13F-NT
Notice of holdings reported by another manager
11 Aug 22
13F-NT
Notice of holdings reported by another manager
11 May 22
13F-NT
Notice of holdings reported by another manager
10 Feb 22