AMI INVESTMENT MANAGEMENT INC

710 N Krueger Street
Kendallville, Indiana 46755
Tel: 260-347-1281

About AMI INVESTMENT MANAGEMENT INC

AMI INVESTMENT MANAGEMENT INC, formally registered with the SEC as AMI INVESTMENT MANAGEMENT INC. The firm was established in 06/09/1995. They have over 1 offices throughout the country.

AMI INVESTMENT MANAGEMENT INC is a Kendallville, Indiana based Financial Planning firm with nearly $705,315,450 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106321
SEC#	801-49335
Assets Managed by Firm	$705,315,450
No. of Clients	715
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$705,315,450
Individuals (other than high net worth individuals)	234	$60,736,354
High net worth individuals	58	$185,373,467
Charitable organizations	15	$441,288,186
Corporations or other businesses	Fewer than 5 clients	$10,531,488

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