AMI INVESTMENT MANAGEMENT INC
Adviser information for AMI INVESTMENT MANAGEMENT INC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Indiana, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 715 | $705.3M |
Non-Discretionary | 0 | $0 |
Total | 715 | $705.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 234 | $60.7M |
HNW Individuals | 58 | $185.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 15 | $441.3M |
State or municipal gov entities | <5 | $7.3M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $10.5M |
Other | <5 | $104,707 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
710 N KRUEGER STREETKENDALLVILLE
IN
United States
Monday - Friday, 8AM - 5PM
Tel: 260-347-1281, Fax: 260-347-1282
Chief Compliance Officer
ERICA ANN GULICK
CHIEF COMPLIANCE OFFICER
710 N. KRUEGER STREET
P.O. BOX 247
KENDALLVILLE
IN
United States
Tel:
260-347-1281
Fax:
260-347-1282
E****@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
AXEL, MICHAEL, DUANE | Individual | – | PRESIDENT | 05/1995 | > 75% |
GULICK, ERICA, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2011 | < 5% |
SHIVELY, BENJAMIN, DAVID | Individual | – | PARTNER | 01/2024 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALLISON TRANSMISSION HLDGS I | COM | 3M | 36K | – |
ALPHABET INC | CAP STK CL A | 213K | 1K | – |
ALPHABET INC | CAP STK CL C | 8M | 44K | – |
AMAZON COM INC | COM | 4M | 20K | – |
ANALOG DEVICES INC | COM | 320K | 1K | – |
APPLE INC | COM | 2M | 11K | – |
AUTOMATIC DATA PROCESSING IN | COM | 263K | 1K | – |
BANK AMERICA CORP | COM | 4M | 88K | – |
BERKLEY W R CORP | COM | 200K | 3K | – |
COCA COLA CO | COM | 207K | 3K | – |
COSTCO WHSL CORP NEW | COM | 207K | 244 | – |
DISNEY WALT CO | COM | 4M | 36K | – |
DOUBLELINE ETF TRUST | MORTGAGE ETF | 10M | 210K | – |
ELI LILLY & CO | COM | 207K | 229 | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 178K | 11K | – |
ENTERPRISE PRODS PARTNERS L | COM | 871K | 30K | – |
FEDEX CORP | COM | 5M | 16K | – |
FISERV INC | COM | 4M | 29K | – |
GRAHAM HLDGS CO | COM CL B | 3M | 4K | – |
HARBOR ETF TRUST | INTERNATNAL COMP | 11M | 380K | – |
HERSHEY CO | COM | 2M | 11K | – |
HONEYWELL INTL INC | COM | 274K | 1K | – |
HORIZON BANCORP INC | COM | 134K | 11K | – |
INVESCO QQQ TR | UNIT SER 1 | 911K | 2K | – |
ISHARES TR | MSCI EAFE ETF | 328K | 4K | – |
ISHARES TR | MSCI EMG MKT ETF | 334K | 8K | – |
JOHNSON & JOHNSON | COM | 3M | 23K | – |
JPMORGAN CHASE & CO. | COM | 7M | 34K | – |
LOWES COS INC | COM | 5M | 25K | – |
MEDTRONIC PLC | SHS | 3M | 36K | – |
META PLATFORMS INC | CL A | 5M | 10K | – |
MICRON TECHNOLOGY INC | COM | 6M | 47K | – |
MICROSOFT CORP | COM | 9M | 21K | – |
ORACLE CORP | COM | 1M | 8K | – |
PEPSICO INC | COM | 2M | 12K | – |
PHILLIPS 66 | COM | 244K | 2K | – |
PROCTER AND GAMBLE CO | COM | 602K | 4K | – |
RTX CORPORATION | COM | 4M | 38K | – |
SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 322K | 322K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 2M | 63K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 2M | 52K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 2M | 36K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 1M | 14K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 291K | 4K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 8M | 130K | – |
SELECT SECTOR SPDR TR | ENERGY | 6M | 63K | – |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 580K | 8K | – |
SPDR S&P 500 ETF TR | TR UNIT | 13M | 24K | – |
STRYKER CORPORATION | COM | 3M | 8K | – |
TJX COS INC NEW | COM | 4M | 36K | – |
UNION PAC CORP | COM | 3M | 15K | – |
UNITEDHEALTH GROUP INC | COM | 3M | 5K | – |
VANGUARD INDEX FDS | MID CAP ETF | 1M | 4K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 1M | 15K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 4M | 8K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 406K | 2K | – |
VANGUARD INDEX FDS | VALUE ETF | 4M | 22K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 8M | 153K | – |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 11M | 188K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 4M | 50K | – |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 33M | 571K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 14M | 185K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 22K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 328K | 5K | – |
VANGUARD WORLD FD | CONSUM DIS ETF | 2M | 7K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 8M | 31K | – |
VANGUARD WORLD FD | INF TECH ETF | 31M | 54K | – |
VISA INC | COM CL A | 4M | 15K | – |
WALMART INC | COM | 969K | 14K | – |