Ami Investment Management Inc.
Ami Investment Management Inc. (CRD# 106321) is a financial advisory firm headquartered in Kendallville, IN. They manage $705,315,450 in 715 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Ami Investment Management Inc.
By the Numbers
-
Total Assets Under Management705MILLION
-
Total Number of Accounts715ACCOUNTS
-
Average Account Value$986,455
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, IN, LA, TX
Financial Advisors at Ami Investment Management Inc.
1
Michael Axel (CRD# 2635329) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 28 years of experience in the finance industry.
2
Benjamin Shively (CRD# 3051154) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 24 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.