CRD: 117962
Punch & Associates Investment Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2002
- Office Locations
- 2
Office Locations
About Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management is a boutique RIA based in Edina, MN serving both retail and institutional clients, with a tilt toward entrepreneurs. The firm provides wealth planning and portfolio construction and runs discretionary, actively managed, asset-allocation portfolios using ETFs as the core vehicle, with options for ESG/socially responsible and alternative exposures.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HOWARD DEAN PUNCH JR
Chief Investment Officer, President
- CRD
- #1189430
- Ownership
- 50% but less than 75%
JOHN CLAUDE CARRAUX
Managing Partner, PORTFOLIO MANAGER
- CRD
- #6179709
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Linnea Emelie Akesson
Associate Research Analyst
- CRD
- #7719810
ANDREA BARKLEY
Associate
- CRD
- #2780615
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,026,865,282 | $3,625,877 |
| Non-Discretionary | $0 | -- |
| Total | $2,026,865,282 | $3,625,877 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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