Punch & Associates Investment Management, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

117962

SEC number

801-61205

Firm type

RIA

Assets under management

$2.0B as of Apr 30, 2026

Website

www.linkedin.com/company/punch-&-associates-investment-management-inc-/posts/?feedView=all ↗

Phone

(952) 224-4350

Address

7701 France Avenue South, Edina, MN, 55435

Advisors at this firm

17 in our index · page 1 of 1

• Linnea Emelie AkessonCRD 7719810 · Edina, MN
  IA Registered
• Andrea BarkleyCRD 2780615 · Edina, MN
  IA Registered
• John Claude CarrauxCRD 6179709 · Edina, MN
  IA Registered
• Paul Trueman DwyerCRD 5189402 · Edina, MN
  IA Registered
• James Aaron HannackCRD 6817796 · Edina, MN
  IA Registered
• Khalil HarrisCRD 7290492 · Edina, MN
  IA RegisteredRegistration inactive
• Jessica Brooke JohnsonCRD 6836404 · Edina, MN
  IA Registered
• Cory Stewart KinerCRD 7719748 · Edina, MN
  IA Registered
• Ruth Triplet LangworthyCRD 7189798 · Edina, MN
  IA Registered
• Samuel C LudzackCRD 7235056 · Edina, MN
  IA RegisteredRegistration inactive
• Andrew John MatysikCRD 3091321 · Edina, MN
  IA Registered
• Anthony Evan PeralaCRD 6362514 · Edina, MN
  IA Registered
• Howard Dean PunchCRD 1189430 · Edina, MN
  IA Registered
• Ryan PunchCRD 6659472 · Edina, MN
  IA RegisteredRegistration inactive
• Heather RezabCRD 6166324 · Edina, MN
  IA RegisteredRegistration inactive
• Patrick Samuel SheldonCRD 7291321 · Edina, MN
  IA Registered
• Kevin Robert Worms-LynchCRD 6288373 · Edina, MN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.