Overview
Assets Under Management: $1.9 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 332
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 332
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,772
Discretionary Accounts: 1,772
Regulatory Filings
CRD Number: 117962
Last Filing Date: 2024-03-29 00:00:00
Website: https://punchinvest.com