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Benjamin David Shively

AMI INVESTMENT MANAGEMENT INC·KENDALLVILLE, Indiana
Unclaimed Profile
710 N KRUEGER STREET, KENDALLVILLE, IN 46755CRD# 3051154Firm CRD# 106321
01

About

Benjamin David Shively is a registered financial advisor based in KENDALLVILLE, Indiana, affiliated with AMI INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMI INVESTMENT MANAGEMENT INC
AMI INVESTMENT MANAGEMENT INC
AUM
$705M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AMI INVESTMENT MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3051154
Firm CRD# 106321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin David Shively offer?
Benjamin David Shively specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENDALLVILLE, Indiana for a consultation.
What are Benjamin David Shively's credentials?
Benjamin David Shively is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin David Shively located?
Benjamin David Shively is based in KENDALLVILLE, Indiana, working with AMI INVESTMENT MANAGEMENT INC. Their office serves clients in the KENDALLVILLE metropolitan area and surrounding communities.
How does Benjamin David Shively charge for services?
Benjamin David Shively's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMI INVESTMENT MANAGEMENT INC?
AMI INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENDALLVILLE
Michael Duane Axel — AMI INVESTMENT MANAGEMENT INCErica Ann Gulick — AMI INVESTMENT MANAGEMENT INCJacob Daniel Benedict — AMI INVESTMENT MANAGEMENT INC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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