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⚲
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| AMI Investment Management Inc
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|
|---|---|
| CRD # | 106321 |
| SEC # | 801-49335 |
| CIK # | 0001122241 |
| AUM | $656.7 MM (2023-03-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 260-347-1281 |
| Address | 710 N Krueger Street Kendallville, IN 46755 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001122241 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 7.5 | |
| Alphabet Inc | 1,475,138.5 | 6.4 | |
| J P Morgan Chase & Co | 340,169.2 | 5.8 | |
| Lowes Companies Inc | 111,668.6 | 5.5 | |
| Washington Post Co | 2,726.0 | 4.9 | |
| Allison Transmission Holdings Inc | 3,753.5 | 4.3 | |
| TJX Companies Inc /DE/ | 67,345.6 | 3.9 | |
| Fedex Corp | 62,226.1 | 3.7 | |
| Walt Disney Co | 174,716.7 | 3.6 | |
| Fiserv Inc | 58,576.2 | 3.5 | |
| United Technologies Corp /DE/ | 139,471.0 | 3.5 | |
| Johnson & Johnson | 465,600.2 | 3.2 | |
| VISA Inc | 419,260.5 | 3.1 | |
| Bank of America Corp /DE/ | 278,315.2 | 2.8 | |
| Liberty Broadband Corp | 18,118.4 | 2.8 | |
| Micron Technology Inc | 64,610.3 | 2.8 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 83.2 |
| (b) Individuals (high net worth individuals) | 74 | 154.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 412.7 |
| (i) State or municipal government entities | 0 | 6.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 656.7 |
| By Discretionary | ||
| Discretionary | 324 | 656.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 656.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.7 | |
| Total | 324 | 656.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001122241] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Revolve Wealth Partners LLC
✚
|
NJ | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |
|
DL Carlson Investment Group Inc
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|
NH | 0.7 |
|
Pathway Financial Advisors LLC
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|
VT | 0.7 |
|
The Wealth Collaborative Inc
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CA | 0.7 |
|
Wealthtrust Axiom LLC
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|
PA | 0.7 |
|
Whalerock Point Partners LLC
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|
RI | 0.7 |
|
Bedell Frazier Investment Counselling LLC
✚
|
CA | 0.7 |
|
Icon Advisers Inc
✚
|
CO | 0.7 |
|
Lanham Odell & Co Inc
✚
|
WV | 0.7 |