Punch & Associates Investment Management, INC.
Edina, MN·SEC-registered · CRD #117962
Punch & Associates Investment Management, INC. is an SEC-registered investment advisory firm in Edina, MN managing $2.0B across 559 client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
559
Advisory staff
18
Fee model
Fee-based
How Punch & Associates Investment Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Punch & Associates Investment Management, INC.
How much does Punch & Associates Investment Management, INC. manage?
Per its most recent SEC Form ADV filing (04/30/2026), Punch & Associates Investment Management, INC. reports $2.0B in regulatory assets under management across roughly 559 client accounts.
How does Punch & Associates Investment Management, INC. charge?
Punch & Associates Investment Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Punch & Associates Investment Management, INC. a fiduciary?
Yes. Punch & Associates Investment Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #117962), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Punch & Associates Investment Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Punch & Associates Investment Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Edina, MN
Profile compiled from Punch & Associates Investment Management, INC.'s public SEC Form ADV filing (CRD #117962, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Punch & Associates Investment Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Punch & Associates Investment Management, INC.? Claim this profile.