Punch & Associates Investment Management, Inc.

$2.03BAssets under management
as of Apr 2026 · SEC Form ADV
Edina, MN
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Tech stack

No one at Punch & Associates Investment Management, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Punch & Associates Investment Management, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $1.2B held · filed Mar 2024
BNY
Per Form ADV · $186M held · filed Mar 2024