Ami Investment Management Inc.
Ami Investment Management Inc. (CRD# 106321) is a financial advisory firm headquartered in Kendallville, IN. They manage $656,674,433 in 324 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management657MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$2,026,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, FL, IN, LA, TX
Michael Axel (CRD# 2635329) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 28 years of experience in the finance industry.
Benjamin Shively (CRD# 3051154) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 24 years of experience in the finance industry. Benjamin Shively has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.