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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | San Francisco | CA | 06/2004 | Present |
| Paul Chew Insurance Agency | San Francisco | CA | 02/2005 | Present |
| State Farm Investment Management Corp | San Francisco | CA | 01/2024 | Present |
1) Paul Chew Insurance Agency; Investment-related; 2737 Judah St San Francisco, CA 94122-1433; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2005; 80; 80; Service customers and supervise employees 2) Rental Property #1 (Personally Held Real Estate); investment; 601-607 21st St Richmond, Ca 94801; Investment or Commercial Property; Owner; none; 12/10/2007; 1; 0; Duties: Personally Held Real Estate 3) Rental Property #2 (Personally Held Real Estate); investment; 238 Anza St #2 San Francisco, CA 94118; Investment or Commercial Property; Owner; none; 4/1/2011; 1; 0; Duties: Personally Held Real Estate 4) Rental Property #3 (Personally Held Real Estate); investment; 2735 Judah St San Francisco, CA 94122; Investment or Commercial Property; Owner; none; 2/1/2024; 1; 0; Duties: Personally Held Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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