DIRECTORY OF REGISTERED ADVISORS
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Tel: (952) 224-4350
7701 France Avenue South #300
Edina, Minnesota 55435
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is a Edina, Minnesota based financial advisory firm with nearly $1,855,474,674 in assets under management and provides investment advisory services for 1772 clients. There are currently 28 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (MODEL PORTFOLIO DEVELOPMENT AND DELIVERY)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLI
Firm CRD#:
117962
SEC#:
801-61205
No. of Clients:
1772
Assets under Management
$1,855,474,674
No. of Advisors:
28
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