Angela
Pierce
Punch & Associates Investment Management, Inc
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About this Advisor
Angela Pierce is a certified financial planner working in Minneapolis, Minnesota who has 9 years of relevant experience. Pierce is currently employed by Punch & Associates Investment Management, Inc. They have been with Punch & Associates Investment Management, Inc for all of their career. Pierce has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Minnesota. Punch & Associates Investment Management, Inc is a financial advisory business that has its headquarters in Minneapolis, MN. It manages $2 billion in total assets across its 2,108 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 10 charities and foundations. Of its 2,108 client accounts, 54% are held by high-net-worth clients who have at least $1 million in assets. Punch & Associates Investment Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Punch & Associates Investment Management, Inc likely are comprised of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Punch & Associates Investment Management, Inc Brokerage Details
$1,773,093,800
24
2,108
$841,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Angela Pierce Work History
Angela has been registered as a financial advisor for 9 years.*
Punch & Associates Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Punch & Associates Investment Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
