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Ami Investment Management Inc

● SEC registered since 1995CRD 106321SEC# 801-49335Kendallville, IN
Export (members)
Reg. AUM
$838.6M
Employees
5
Accounts
711
Location
Kendallville, IN

Ami Investment Management Inc assets under management

Ami Investment Management Inc is an investment advisory firm registered with the SEC based in Kendallville, IN. The firm has been registered since 1995. It reports $838.6 million in regulatory assets under management and employs 5 people.

Ami Investment Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Benjamin David ShivelyPartner10-25%2024
Erica Ann GulickChief Compliance OfficerUnder 5%2011
Michael Duane Axel ControlPresidentOver 75%1995

Frequently asked questions

How much does Ami Investment Management Inc manage?

Ami Investment Management Inc reports $838.6 million in regulatory assets under management on its Form ADV.

How many employees does Ami Investment Management Inc have?

Ami Investment Management Inc reports 5 employees.

Where is Ami Investment Management Inc located?

Ami Investment Management Inc is based in Kendallville, IN and has been SEC-registered since 1995.

Does Ami Investment Management Inc disclose fund performance?

Ami Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address710 N Krueger Street, Kendallville, IN 46755
Phone260-347-1281
Fax260-347-1282
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1122241
Discloses disciplinary historyNo

Assets under management

Discretionary$838.6M
Non-discretionary$0
Total (RAUM)$838.6M