Ami Investment Management Inc
● SEC registered since 1995CRD 106321SEC# 801-49335Kendallville, IN
Reg. AUM
$963.6M
Employees
6
Accounts
764
Location
Kendallville, IN
Ami Investment Management Inc assets under management
Ami Investment Management Inc is an investment advisory firm registered with the SEC based in Kendallville, IN. The firm has been registered since 1995. It reports $963.6 million in regulatory assets under management and employs 6 people.
Ami Investment Management Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin David Shively | Partner | 10-25% | 2024 |
| Erica Ann Gulick | Chief Compliance Officer | Under 5% | 2011 |
| Jared Thomas Fiedler | Partner | 10-25% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ami Investment Management Inc manage?
Ami Investment Management Inc reports $963.6 million in regulatory assets under management on its Form ADV.
How many employees does Ami Investment Management Inc have?
Ami Investment Management Inc reports 6 employees.
Where is Ami Investment Management Inc located?
Ami Investment Management Inc is based in Kendallville, IN and has been SEC-registered since 1995.
Does Ami Investment Management Inc disclose fund performance?
Ami Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 710 N Krueger Street, Kendallville, IN 46755 |
| Phone | 260-347-1281 |
| Fax | 260-347-1282 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1122241 |
| Discloses disciplinary history | No |
Regulatory AUM
$963.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$963.6Mregulatory AUM
Discretionary $963.6M