AMI INVESTMENT MANAGEMENT INC
SEC RegisteredYOUR PILLAR ®
About the firm
AMI is an independently owned Registered Investment Advisor (RIA) founded in 1995 that provides investment management services. The firm adheres to a Fiduciary Standard and manages over $800 million for individual and institutional clients. AMI's goal is to provide the expertise of a large national firm combined with the trust and personalized service of a community business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning, strategic investment management, retirement income strategies, and estate planning and wealth transfer.
Who they serve
Individuals and families, foundations, endowments, pension plans, and retirement plan sponsors and their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 234 | $84M |
| High Net Worth Individuals | 59 | $231M |
| State/Municipal Entities | 16 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2.5M | 1.00% |
| Next $2.5M | 0.80% |
| Next $5M | 0.60% |
| Balance | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMI INVESTMENT MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.