PUNCH CARD MANAGEMENT LP

PUNCH CARD MANAGEMENT
WINTER PARK, Florida·3 registered advisors·CRD# 162939
SEC# 801-795320407-367-4347
01

Firm Overview

AUM
$588M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PUNCH CARD MANAGEMENT LP

3 registered advisors
Francis Pei-Chi Chow
WINTER PARK, Florida
Jennifer (nmn) Lou
ORLANDO, Florida
Norbert Lou
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
2 advisors
WINTER PARK, Florida
1 advisor

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Data sourced from SEC Form ADV filings. PUNCH CARD MANAGEMENT LP (CRD# 162939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.