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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962 · SEC 801-61205
7701 FRANCE AVENUE SOUTH, #300, EDINA, MN, 55435, United States
Phone
(952) 224-4350
Fax
(952) 224-4351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.03B
Team
34 total employees; 18 advisory reps; 19 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees; A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicalsMODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 208 | $72.2M |
| High net worth individuals | 333 | $1.35B |
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 2 | $386.5M |
| Pension/profit sharing plans | 3 | $110.3M |
| Charitable organizations | 9 | $71.0M |
| Other investment advisers | 1 | $0 |
| Corporations/business entities | 5 | $39.9M |
States served
AZ, CA, CO, IL, IN, IA, LA, MN, MT, NC, WI, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD