Monti Dale Mace
Investment adviser representative at State Farm Investment Management Corp.
20 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Monti Dale Mace? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- State Farm Investment Management Corp.Aug 2018 to now
- Monti Mace Insurance AgencyDec 2006 to now
- State Farm Vp Management CorpDec 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3109748
- Firm CRD
- 3487