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Jacob Daniel Benedict

AMI INVESTMENT MANAGEMENT INC·KENDALLVILLE, Indiana
Clean record11 years registeredAMI INVESTMENT MANAGEMENT INC
710 N KRUEGER STREET, KENDALLVILLE, IN 46755CRD# 6544873Firm CRD# 106321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Daniel Benedict · KENDALLVILLE, IN
Registration
CRD #6544873 · AMI INVESTMENT MANAGEMENT INC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: AMI INVESTMENT MANAGEMENT INC
AMI INVESTMENT MANAGEMENT INC
Aug 2015 – Jul 2021
KENDALLVILLE, IN
02

Registrations & Exams

Registration record
First registered · August 13, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMI INVESTMENT MANAGEMENT INC
CRD 106321 · SEC 801-49335
AUM
$705M
Regulatory assets under management
Employees
5
715 client accounts
Services offered by AMI INVESTMENT MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMI INVESTMENT MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Jacob Daniel Benedict offer?
Jacob Daniel Benedict specializes in Financial Planning, Investment Management, Wealth Management.
What are Jacob Daniel Benedict's credentials?
Jacob Daniel Benedict is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Daniel Benedict located?
Jacob Daniel Benedict is based in KENDALLVILLE, Indiana, last registered with AMI INVESTMENT MANAGEMENT INC.
How does Jacob Daniel Benedict charge for services?
Jacob Daniel Benedict'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

Michael Duane Axel
KENDALLVILLE, IN
Benjamin David Shively
KENDALLVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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