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 11 - 14 of 14 top financial advisors.
11
Cory Kiner, financial advisor Edina MN
Cory S. Kiner
CRD#: 7719748
7701 France Avenue South, #300, Edina, MN 55435

Cory Kiner (CRD# 7719748) 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.

12
Ruth Langworthy, financial advisor Edina MN
Ruth T. Langworthy
CRD#: 7189798
7701 France Avenue South, #300, Edina, MN 55435

Ruth Langworthy (CRD# 7189798) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 4 years of experience in the finance industry.

13
Anthony Perala, financial advisor Edina MN
Anthony E. Perala
CRD#: 6362514
7701 France Avenue South, #300, Edina, MN 55435

Anthony Perala (CRD# 6362514) 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.

14
Patrick Sheldon, financial advisor Edina MN
Patrick S. Sheldon
CRD#: 7291321
7701 France Avenue South, #300, Edina, MN 55435

Patrick Sheldon (CRD# 7291321) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 3 years of experience in the finance industry.

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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.

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