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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
EDINA, Minnesota
·
8 registered advisors
·
CRD# 117962
SEC# 801-61205
0
(952) 224-4350
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
8 registered advisors
Andrew John Matysik
EDINA, Minnesota
CRD# 3091321
Cory Stewart Kiner
EDINA, Minnesota
CRD# 7719748
Howard Dean Punch
EDINA, Minnesota
CRD# 1189430
Jessica Brooke Johnson
EDINA, Minnesota
CRD# 6836404
John Claude Carraux
EDINA, Minnesota
CRD# 6179709
Nancy (nmn) Caselli
EDINA, Minnesota
CRD# 1754677
Paul Trueman Dwyer
EDINA, Minnesota
CRD# 5189402
Todd Lewis Spicer
EDINA, Minnesota
CRD# 6716234
05
Office Locations
EDINA, Minnesota
8 advisors
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Data sourced from SEC Form ADV filings. PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (CRD# 117962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.