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Exxonmobil Investment Management Inc (Irving)


Exxonmobil Investment Management Inc is a large advisory firm based in Irving. It manages $16.77 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001.




Exxonmobil Investment Management provides portfolio management for businesses and institutional clients and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Exxonmobil Investment Management: assets under management

The assets under management (AUM) of Exxonmobil Investment Management Inc is $16.77 billion. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.42 billion in discretionary accounts and $9.35 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $390.62 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.35 billion.

Careers at Exxonmobil Investment Management Inc

Stephen Beasley Linnard Penrose has been acting as President since 1 Mar 2001. Lisa Davis Meyer joined the executive team most recently as the Controller.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Steven Robert Segien President and director 1 Mar 1998 Other 4374863
Daniel Joseph Higgins Treasurer, controller and director 1 Mar 1998 Other 4374871
James Earl Parsons Vp - law and secretary 1 Mar 1998 Other 4374912
Lori Christine Beard Compliance officer 1 Mar 1998 Other 4374916
Exxon Mobil Corporation Parent company 1 Mar 1998 75% - 100% 13-5409005
Stephen Beasley Linnard Penrose Director 1 Mar 2001 Other 4375645
Lisa Davis Meyer Controller 1 May 2002 Other 4536847

Based in Irving

The principal office where Exxonmobil Investment Management Inc performs its advisory services is located at 5959 Las Colinas Blvd., Irving, TX 75039, 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 972-444-1570 or by fax 972-444-1532. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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