Overview
Assets Under Management: $1.9 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 332
Average Client Assets: $4 million
Frequently Asked Questions
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117962), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is headquartered in EDINA, MN.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. serves 332 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. manages $1.9 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
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