Punch & Associates Investment Management, Inc.

Punch & Associates Investment Management, Inc. (CRD# 117962) is a financial advisory firm headquartered in Edina, MN. They manage $1,855,474,674 in 1,772 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
7701 France Avenue South, #300, Edina, MN 55435
http://punchinvest.com/
By the Numbers
  • Total Assets Under Management
    1,855
    MILLION
  • Total Number of Accounts
    1,772
    ACCOUNTS
  • Average Account Value
    $1,047,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MI, MN, MT, NC, ND, NV, OH, SC, SD, TX, VA, WA, WI

Financial Advisors at Punch & Associates Investment Management, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Andrea Barkley, financial advisor Edina MN
Andrea Barkley
CRD#: 2780615
7701 France Avenue South, Suite 300, Edina, MN 55435

Andrea Barkley (CRD# 2780615) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 25 years of experience in the finance industry.

2
John Carraux, financial advisor Edina MN
John C. Carraux
CRD#: 6179709
7701 France Avenue South, #300, Edina, MN 55435

John Carraux (CRD# 6179709) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has 1 year of experience in the finance industry.

3
Paul Dwyer, financial advisor Edina MN
Paul T. Dwyer
CRD#: 5189402
7701 France Ave South, Suite 300, Edina, MN 55435

Paul Dwyer (CRD# 5189402) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has 1 year of experience in the finance industry.

4
Jessica Johnson, financial advisor Edina MN
Jessica B. Johnson
CRD#: 6836404
7701 France Avenue South, #300, Edina, MN 55435

Jessica Johnson (CRD# 6836404) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 6 years of experience in the finance industry.

5
Andrew Matysik, financial advisor Edina MN
Andrew J. Matysik
CRD#: 3091321
7701 France Avenue South, #300, Edina, MN 55435

Andrew Matysik (CRD# 3091321) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 25 years of experience in the finance industry.

6
Angela Pierce, financial advisor Edina MN
Angela J. Pierce
CRD#: 4690281
7701 France Avenue South, #300, Edina, MN 55435

Angela Pierce (CRD# 4690281) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 14 years of experience in the finance industry.

7
Howard Punch, financial advisor Edina MN
Howard D. Punch
CRD#: 1189430
3601 W. 76th Street, #225, Edina, MN 55435

Howard Punch (CRD# 1189430) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 39 years of experience in the finance industry.

8
Ryan Punch, financial advisor Edina MN
Ryan Punch
CRD#: 6659472
7701 France Avenue South, #300, Edina, MN 55435

Ryan Punch (CRD# 6659472) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 6 years of experience in the finance industry.

9
Kevin Worms-Lynch, financial advisor Edina MN
Kevin R. Worms-Lynch
CRD#: 6288373
7701 France Avenue South, #300, Edina, MN 55435

Kevin Worms-Lynch (CRD# 6288373) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has 1 year of experience in the finance industry.

10
Linnea Akesson, financial advisor Edina MN
Linnea E. Akesson
CRD#: 7719810
7701 France Avenue South, #300, Edina, MN 55435

Linnea Akesson (CRD# 7719810) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has 1 year of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals