PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

7701 France Avenue South
#300
Edina, Minnesota 55435
Tel: (952) 224-4350

About PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC, formally registered with the SEC as PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. The firm was established in 05/31/2002. They have over 1 offices throughout the country.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is a Edina, Minnesota based Financial Planning firm with nearly $1,855,474,674 assets under management, offering retirement planning & investment advisory services to 1772 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117962
SEC#	801-61205
Assets Managed by Firm	$1,855,474,674
No. of Clients	1772
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIO DEVELOPMENT AND DELIVERY)

Firm Client Information

	No. of Clients	AUM
Firm Total	1772	$1,855,474,674
Individuals (other than high net worth individuals)	213	$57,126,571
High net worth individuals	328	$1,110,086,553
Pension and profit sharing plans	4	$93,239,092
Charitable organizations	9	$67,913,667
Corporations or other businesses	6	$23,775,095

More Retirement Planning firms in Edina, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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