CWS Financial Advisors LLC, a prominent investment advisory firm headquartered in Kalamazoo, MI, boasts an extensive client base of over 520 individuals, entrusting them with a staggering $988,546,000 in assets under management. With a robust presence in the region, CWS Financial Advisors offers its services through a single office. Although their management of 401K and individual accounts represents less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Impressively, a remarkable 94% of the assets they manage are discretionary, signifying a high level of trust and autonomy granted by their clients. CWS Financial Advisors focuses primarily on serving high-net-worth individuals, aligning their strategies with the unique needs and goals of this discerning clientele. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. With a total of 11 dedicated employees, CWS Financial Advisors leverages the expertise of five investment advisors, each managing an average of approximately $197,710,000 in assets. This figure surpasses the industry average, underscoring their team's exceptional aptitude and skill. Notably, the firm takes pride in the longevity of its advisors, with seasoned professionals such as Cory Wietfeldt, Lindsey Splendorio, and Joseph Splendorio contributing their extensive knowledge and experience to the success of the company. Overall, CWS Financial Advisors LLC is a trusted local partner for individuals seeking comprehensive and tailored investment advisory services, combining a solid track record, robust resources, and a client-centric approach to deliver exceptional financial guidance and asset management solutions.

ZHANG FINANCIAL, a prominent local investment advisory firm, is headquartered in Portage, MI and operates from 8 offices. With a total of 40 dedicated professionals, including 16 highly experienced investment advisors, the firm has established a strong presence in the financial industry. Setting them apart, Zhang Financial boasts an impressive average of $279,030,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various approaches, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions for their diverse clientele. While 401K and individual accounts account for less than 30% of their managed assets, Zhang Financial possesses the capability to effectively oversee employer funds. An exceptional 61% of the assets entrusted to them are managed with discretionary authority, further demonstrating the firm's expertise and client trust. With over 1,000 individual clients and a staggering $4,464,459,000 in assets under management, Zhang Financial has established itself as a trusted partner in wealth management. The firm takes pride in its team of highly tenured advisors, including renowned professionals such as Lynn Chen-Zhang, Christine Lindberg, and Charles Zhang. Their extensive experience and unwavering dedication have contributed to the firm's success, making Zhang Financial the go-to choice for comprehensive investment advisory services in Portage, MI, and beyond.

Bright Financial Advisors, Inc., based out of Portage, MI, is a reputable investment advisory firm serving over 480 individual clients. With assets under management totaling over $398,593,000, they specialize in providing personalized financial solutions. Operating from a single office, they also offer insurance brokerage services, catering to a diverse range of client needs. As experts in the field, Bright Financial Advisors, Inc. has extensive experience managing employer 401Ks and individual investments, which account for approximately half of their assets under management. They have developed a strong reputation for their expertise and professionalism in this space. Notably, all of the assets they manage are under their discretion, providing clients with peace of mind. The firm employs a team of 12 professionals, with three dedicated investment advisors. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment arrangement that aligns with their preferences and goals. One standout aspect of Bright Financial Advisors, Inc. is their exceptional average of approximately $132,860,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting their ability to effectively handle substantial portfolios. Furthermore, Andrew Price and Brookes Welc, two of the firm's longest-tenured registered advisors, bring valuable experience and insights to the table. Clients can trust Bright Financial Advisors, Inc. to deliver expert financial guidance and tailored investment strategies that help them achieve their long-term objectives. With a track record of success and a commitment to client satisfaction, they have established themselves as a leading presence in the financial advisory industry.

Write a 250 word business description in the third person of AMI INVESTMENT MANAGEMENT INC based out of KENDALLVILLE, IN with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Ami Investment Management Inc has 5 total employees with 3 of them providing investment advisory services. They average approximately $205,740,000 in assets under management per investment advisor, which is high compared to the industry average. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Ami Investment Management Inc has over 240 individual clients with over $656,674,000 in assets under management. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 100% of the assets they manage are discretionary. Ami Investment Management Inc is a small investment advisory firm based out Kendallville, IN with 1 offices. Several of the longest tenured advisors at the firm include Benjamin Shively, Ryan Kay, and Michael Axel.

Cahill Wealth Management, LLC, based out of Portage, MI, is a small investment advisory firm with a dedicated team of professionals who strive to provide personalized financial solutions. With a total of four employees, including two experienced investment advisors, they possess the expertise to manage a diverse range of client needs. Cahill Wealth Management boasts an impressive average of approximately $74,740,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure reflects their commitment to client success, incorporating various types, such as a percentage of assets under management and performance-based fees. With over 40 individual clients and assets under management totaling over $321,081,000, Cahill Wealth Management primarily serves high-net-worth individuals. While the majority of their managed assets are attributed to this client segment, they also possess the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Operating exclusively on a discretionary basis, Cahill Wealth Management ensures that clients' investment strategies are executed in accordance with their financial goals and risk tolerance. Their reputation as a trusted advisory firm has been built over the years, with Ryan Cahill and Veronica Darlington serving as the longest tenured registered advisors within the company. With their singular office located in Portage, MI, Cahill Wealth Management, LLC, is dedicated to delivering comprehensive financial solutions tailored to each client's unique circumstances and aspirations.

Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients. The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to meet clients' individual needs. Hilltop Wealth Solutions has established a strong foothold in managing employer 401Ks and individual accounts, which together make up around half of their assets under management. With extensive experience in this domain, the firm has earned a stellar reputation for delivering outstanding results and guiding clients toward their financial goals. Notably, 91% of the assets under their management are discretionary, reflecting the high level of trust and confidence their clients have in their expertise. In addition to investment advisory services, Hilltop Wealth Solutions also operates as a registered representative of a broker-dealer, further expanding their capabilities to provide comprehensive financial solutions. With an impressive client base of over 670 individuals, the firm manages more than $317,322,000 in assets, exemplifying their strong presence in the market. Hilltop Wealth Solutions takes pride in its experienced team of advisors, including William Davis, Elizabeth Foley, and Erik Brenner, who have demonstrated exceptional dedication and longevity within the company. Overall, Hilltop Wealth Solutions stands as a reliable partner for individuals and businesses seeking expert financial guidance, backed by a proven track record of success.

Gasaway Investment Advisors, Inc. is a well-established investment advisory firm headquartered in Kalamazoo, MI. With a team of 10 dedicated professionals, including 5 experienced investment advisors, they provide comprehensive financial guidance to a diverse clientele. Leveraging their expertise, Gasaway Investment Advisors manages an impressive average of $104,610,000 in assets per investment advisor, aligning with industry standards. The compensation structure at Gasaway Investment Advisors caters to clients' needs, offering flexibility and transparency. Clients can choose from various options, including a percentage of assets under management and hourly charges. This allows clients to select the most suitable arrangement for their financial goals. Gasaway Investment Advisors boasts a robust client base, serving over 370 individual clients and overseeing more than $134,453,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their strong expertise in this area. A significant portion, 89%, of the assets they manage is under discretionary control, demonstrating their clients' trust in their judgment and decision-making. In addition to their investment advisory services, Gasaway Investment Advisors also serves as an insurance broker or agent, providing comprehensive coverage options to protect their clients' financial interests. As a local firm, Gasaway Investment Advisors has deep roots in the Kalamazoo community. They operate from a single office, and their long-tenured advisors, such as Chase Imberger, James Gasaway, and Charles Gasaway, bring a wealth of experience and expertise to their clients' financial journeys. With their commitment to personalized service and sound investment strategies, Gasaway Investment Advisors is dedicated to helping clients achieve their financial objectives and secure their future.

626 Financial, LLC is a reputable investment advisory firm based in Portage, MI. With over 370 individual clients and an impressive $260,978,000 in assets under management, they have established themselves as a trusted financial partner. 626 Financial, LLC operates from a single office, catering to clients in the local area. Dedicated to providing personalized investment solutions, 626 Financial, LLC boasts expertise in managing employer 401Ks and individual assets, accounting for roughly half of their assets under management. The firm's approach revolves around discretionary management, ensuring that all investment decisions are made by their experienced advisors. The compensation structure at 626 Financial, LLC encompasses various models, including a percentage of assets under management. This incentivizes the team to deliver excellent results while aligning their interests with the clients'. With a team of five skilled professionals, all fully committed to delivering exceptional investment advisory services, 626 Financial, LLC maintains an average of approximately $52,200,000 in assets under management per advisor. This figure aligns with industry standards, demonstrating their competence in handling a diverse range of client portfolios. At 626 Financial, LLC, clients can rely on the expertise of their longest-tenured advisors, including Ryan Howard, Ann Davis, and Karen Morse. Their collective experience and in-depth knowledge of the financial market contribute to the firm's solid reputation. Overall, 626 Financial, LLC stands as a trusted partner for individuals and businesses seeking comprehensive investment advisory services. With their strong track record, commitment to client satisfaction, and dedicated team, they strive to help clients achieve their financial goals and secure a prosperous future.

Guidance Investment Advisors, LLC, located in Elkhart, IN, is a well-established small investment advisory firm serving over 220 individual clients. With more than $283,456,000 in assets under management, their expertise lies in discretionary asset management. Although 401K and individual accounts constitute less than 30% of their portfolio, they possess the capability to effectively handle employer funds. The firm operates from a single office in Elkhart. Guidance Investment Advisors, LLC employs a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. With an average of $70,860,000 in assets under management per investment advisor, they maintain a performance level on par with industry standards. The compensation structure at Guidance Investment Advisors, LLC offers various options, including a percentage of assets under management, fixed fees, and hourly charges, providing flexibility to clients. One of the firm's distinguishing qualities is the presence of experienced advisors who have been with the company for a significant period. Notable among them are Bryan Focht, Michael Griggs, and John Mcsorley, who bring valuable expertise and knowledge to their client relationships. Guidance Investment Advisors, LLC is committed to delivering personalized and tailored investment strategies to meet the unique goals and objectives of each client. With a focus on providing discretionary management services, they have earned a solid reputation for their professionalism and commitment to excellence in the field of investment advisory.

SYM Financial Advisors, based out of Winona Lake, IN, is a reputable regional investment advisory firm that operates through its five strategically located offices. With a total of 67 employees, 40 of whom specialize in providing comprehensive investment advisory services, SYM Financial Advisors demonstrates a strong commitment to assisting clients in achieving their financial goals. Drawing on their extensive experience and expertise, SYM Financial Advisors manages an impressive average of approximately $83,260,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and fair approach to their clients' needs. While 401K and individual accounts account for less than 30% of their assets under management, SYM Financial Advisors possesses the necessary expertise and resources to effectively manage employer funds. A notable 83% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. With a substantial client base comprising over 790 individuals, SYM Financial Advisors oversees an impressive $3,330,241,000 in assets under management. The firm boasts a team of seasoned advisors, including long-standing professionals like Robert Whicker, Jonathan Hueftle, and Jerald Yeager, who have earned a reputation for their unwavering dedication and commitment to client success. Overall, SYM Financial Advisors sets itself apart by delivering personalized and comprehensive investment advisory services, leveraging their expertise and extensive resources to guide their clients towards achieving their financial objectives.