AMI Investment Management Inc
Firm details
- Headquarters
- Kendallville, Indiana
- CRD number
- 106321
- Registered since
- June 9, 1995
- Website
- amiinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations64.85%
- HNWI23.98%
- Individuals8.72%
- Corporations / Businesses1.49%
- State / Municipal Government0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
AMI Investment Management Inc. is an independent registered investment adviser that has been SEC-registered since 1995 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. AMI charges a mix of fee structures—percentage of AUM, hourly fees, and fixed fees—and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds29%
- US Government Bonds10%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Contacts
3 of 5
Victoria Kugler
Operations AssociateCRD 8151001
Michael Axel
President and FounderCRD 2635329
Erica Gulick
Client Service RepresentativeCRD 6042202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$364M in ETFs
82%
$300M
18%
$64.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $60M | 502,036 | 16.48% |
Location
Kendallville, IN
Noble
Location
Kendallville, IN
Headquartered in Kendallville, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- Noble
- Address
- 710 Krueger St
- Time zone
- ET (UTC-5)
- Office locations
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