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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-19 |
| OR | RA | APPROVED | 2026-08-12 |
| CA | RA | APPROVED | 2018-08-07 |
Branch Locations
1820 Van Ness Avenue, San Francisco, CA 94109-3623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | San Francisco | CA | 04/2001 | Present |
| Alan Chan Insurance Agency | San Francisco | CA | 01/2004 | Present |
| State Farm Investment Management Corp. | San Francisco | CA | 07/2009 | 03/2017 |
| State Farm Investment Management Corp. | San Francisco | CA | 08/2018 | Present |
1) Alan Chan Insurance Agency; Investment-related; 1820 Van Ness Ave San Francisco, CA 94109-3623; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2001; 80; 80; Service customers and supervise employees 2) Chan Family Living Trust; Investment Related; 2240 Oakdale Rd Hillsborough, CA 94010; Investment or Commercial Property; Trustee; None; 10/24/2025; 4; 0; Single family rental dwelling
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-31 |
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