|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| AMI Investment Management Inc
✚
|
|
|---|---|
| CRD # | 106321 |
| SEC # | 801-49335 |
| CIK # | 0001122241 |
| AUM | $838.6 M (2025-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 260-347-1281 |
| Address | 710 N Krueger Street Kendallville, IN 46755 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.5 | ||
| J P Morgan Chase & Co | 8.4 | ||
| Alphabet Inc | 8.3 | ||
| Facebook Inc | 6.6 | ||
| VISA Inc | 5.5 | ||
| United Technologies Corp /DE/ | 5.1 | ||
| Lowes Companies Inc | 5.0 | ||
| Amazon Com Inc | 4.9 | ||
| Walt Disney Co | 4.7 | ||
| Stryker Corp | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 68.3 |
| (b) Individuals (high net worth individuals) | 59 | 209.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 17 | 542.0 |
| (i) State or municipal government entities | 0 | 7.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 10.6 |
| (n) Other | 0 | 0.1 |
| Total | 711 | 838.6 |
| By Discretionary | ||
| Discretionary | 711 | 838.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 711 | 838.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 838.6 | |
| Total | 711 | 838.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001122241] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Benefits Group
✚
|
0.8 | |
|
Donald L Hagan LLC
✚
|
FL | 0.8 |
|
BRIO Consultants LLC
✚
|
CA | 0.8 |
|
Wahed Invest LLC
✚
|
NY | 0.8 |
|
SMI Advisory Services LLC
✚
|
IN | 0.8 |
|
LWM Advisory Services LLC
✚
|
FL | 0.8 |
|
Builder Investment Group Inc
✚
|
GA | 0.8 |
|
Compton Financial Group LLC
✚
|
MD | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
SouthernSun Asset Management LLC
✚
|
TN | 0.8 |