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Nancy (nmn) Caselli

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.·EDINA, Minnesota
Unclaimed Profile
7701 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 1754677Firm CRD# 117962
01

About

Nancy (nmn) Caselli is a registered financial advisor based in EDINA, Minnesota, affiliated with PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
AUM
$1.9B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO
Regulatory
SEC/IARD CRD# 1754677
Firm CRD# 117962
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy (nmn) Caselli offer?
Nancy (nmn) Caselli specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Nancy (nmn) Caselli's credentials?
Nancy (nmn) Caselli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy (nmn) Caselli located?
Nancy (nmn) Caselli is based in EDINA, Minnesota, working with PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Nancy (nmn) Caselli charge for services?
Nancy (nmn) Caselli's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of aum allocated to our model portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.?
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. has approximately 28 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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