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, privately owned registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 1995 and serves both individual & family clients as well as institutional accounts. Its advisory mandate spans financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$378M in ETFs
83%
$314M
17%
$63.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $63M | 501,137 | 16.66% |
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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