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Erica Ann Gulick

AMI INVESTMENT MANAGEMENT INC·KENDALLVILLE, Indiana
Clean recordAMI INVESTMENT MANAGEMENT INC
710 N KRUEGER STREET, KENDALLVILLE, IN 46755CRD# 6042202Firm CRD# 106321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erica Ann Gulick · KENDALLVILLE, IN
Registration
CRD #6042202 · AMI INVESTMENT MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Erica Ann Gulick 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
Introduction

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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# 6042202
Firm CRD# 106321
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Ann Gulick offer?
Erica Ann Gulick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENDALLVILLE, Indiana for a consultation.
What are Erica Ann Gulick's credentials?
Erica Ann Gulick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Ann Gulick located?
Erica Ann Gulick 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 Erica Ann Gulick charge for services?
Erica Ann Gulick'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 at AMI INVESTMENT MANAGEMENT INC

Benjamin David Shively
KENDALLVILLE, IN
Jacob Daniel Benedict
KENDALLVILLE, IN
Michael Duane Axel
KENDALLVILLE, IN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
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City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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