1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AMI INVESTMENT MANAGEMENT INC

Map pinKENDALLVILLE, IN
Phone260-347-1281
NotebookSEC #801-49335
Total AUM
$963.6M
Employees
6
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
710 N KRUEGER STREET
KENDALLVILLE
IN 46755
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
260-347-1281

ReceiptFinancials

Total AUM
$963.6M
Accounts
764
Discretionary
$963.6M
Accounts
764
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
234
AUM
$84.1M
HNW Individual Clients
59
AUM
$231.1M
Charitable Organization Clients
16
AUM
$624.9M
Government Entity Clients
1
AUM
$9.1M
Corporation or Business Clients
6
AUM
$14.3M
Other Clients
1
AUM
$128.3K
Description of Other Clients
NON INCORPORATED ASSOCIATION

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account