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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
EDINA, MN
(952) 224-4350
SEC #801-61205Total AUM
$2B
Employees
34Clients
562Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7701 FRANCE AVENUE SOUTH
#300
EDINA
MN 55435
United States
#300
EDINA
MN 55435
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(952) 224-4350
Financials
Total AUM
$2B
Accounts
559Discretionary
$2B
Accounts
559Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
208AUM
$72.2M
HNW Individual Clients
333AUM
$1.3B
Investment Company Clients
1AUM
$0
Pooled Vehicle Clients
2AUM
$386.5M
Pension/Profit Sharing Plan Clients
3AUM
$110.3M
Charitable Organization Clients
9AUM
$71M
Investment Advisor Clients
1AUM
$0
Corporation or Business Clients
5AUM
$39.9M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAILINLAMNMTSDTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.