Punch & Associates Investment Management, Inc.

RIASEC RegisteredEst. 2002

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$3.6M

Accounts

559

Employees

Advisory reps

Firm details

Headquarters: Edina, Minnesota
CRD number: 117962
Registered since: May 31, 2002
Website: punchinvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI66.45%
Pooled Investment Vehicles19.07%
Pension & Profit Sharing Plans5.44%
Individuals3.56%
Charitable Organizations3.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Punch & Associates Investment Management, Inc. is an independent, privately owned registered investment adviser that has been operating since 2002. The firm is organized as a corporation and serves both individual/family clients and institutional investors. Its fee arrangements include percentage-of-assets, fixed fees and performance-based compensation, alongside other fee structures. The adviser provides a broad set of services: financial planning and portfolio management across individual and small-business accounts, investment companies, pooled vehicles and institutional or corporate clients. Punch & Associates also produces periodic publications or newsletters. The firm identifies as an active ESG investor. It does not act as a capital allocator, is not a pension consultant, and is not registered as a multi-state or newly formed adviser.