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).

By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $2,026,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, IN, LA, TX

Financial Advisors at Ami Investment Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Axel
CRD#: 2635329
710 Krueger St., Kendallville, IN 46755

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.

2
Benjamin D. Shively
CRD#: 3051154
710 N Krueger Street, Kendallville, IN 46755

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.

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