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Chief Investment Officer · Punch & Associates Investment Management, Inc.

Howard D. Punch

CRD 1189430 · Named on Form ADV at one SEC-registered adviser

At a glance

Punch & Associates Investment Management, Inc., an SEC-registered wealth manager based in Edina, MN with $2.0 billion in regulatory assets, lists Howard D. Punch on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Howard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Andrew J. MatysikChief Executive Officer, Punch & Associates Investment Management, Inc.
  • John C. CarrauxManaging Partner & Portfolio Manager, Punch & Associates Investment Management, Inc.
  • Jessica B. JohnsonManaging Partner, Punch & Associates Investment Management, Inc.
  • Cory S. KinerChief Financial Officer, Punch & Associates Investment Management, Inc.
  • Todd L. SpicerChief Compliance Officer, Punch & Associates Investment Management, Inc.

1 more person named with Howard on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Howard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.