Punch Card Management
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Overview
Punch Card Management operates as a financial advisory company headquartered in Winter Park, Florida. The firm has $531.5 million in assets throughout one account, making it one of the larger financial advisory firms in the country by assets under management (AUM). Punch Card Management has a small team, including 4 financial advisors. Punch Card Management is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and stocks.
Punch Card Management manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring client approval. The company manages roughly $531.5 million in assets for every account. The typical advisor at Punch Card Management oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
Punch Card Management's main office is located at 444 W. New England Ave, Winter Park, Florida 32789. The firm is registered to provide services to clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Punch Card Management by the Numbers
$531.5 million
4
1
$531.5 million
Fee Structure
A financial advisor's fees largely vary depending on the financial services provided. However, fees billed by the firm likely include the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Punch Card Management works with pooled investment vehicles. Punch Card Management's biggest client is pooled investment vehicles. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Punch Card Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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