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PUNCH CARD MANAGEMENT
444 W. New England Ave
Suite 117
Winter Park, Florida 32789
Tel: 407-367-4347
About PUNCH CARD MANAGEMENT
PUNCH CARD MANAGEMENT, formally registered with the SEC as PUNCH CARD MANAGEMENT. The firm was established in 04/22/2014. They have over 1 offices throughout the country.
PUNCH CARD MANAGEMENT is a Winter Park, Florida based Financial Planning firm with nearly $588,346,236 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162939 |
| SEC# | 801-79532 |
| Assets Managed by Firm | $588,346,236 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $588,346,236 |
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