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AMI INVESTMENT MANAGEMENT INC
CRD 106321 · SEC 801-49335
710 N KRUEGER STREET, KENDALLVILLE, IN, 46755, United States
Phone
260-347-1281
Fax
260-347-1282
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$963.6M
Discretionary AUM
$963.6M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $84.1M |
| High net worth individuals | 59 | $231.1M |
| Charitable organizations | 16 | $624.9M |
| Corporations/business entities | 6 | $14.3M |
States served
IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD