Punch & Associates Investment Management, Inc.

Who works here

• AB
  Andrea Barkley
• AM
  Andrew John Matysik
• AP
  Anthony Evan Perala
• CK
  Cory Stewart Kiner
• HR
  Heather Rezab
• HP
  Howard Dean Punch
• JH
  James Aaron Hannack
• JJ
  Jessica Brooke Johnson
• JC
  John Claude Carraux
• KW
  Kevin Robert Worms-Lynch
• KH
  Khalil Harris
• LA
  Linnea Emelie Akesson
• PS
  Patrick Samuel Sheldon
• PD
  Paul Trueman Dwyer
• RL
  Ruth Triplet Langworthy
• RP
  Ryan Punch
• SL
  Samuel C Ludzack

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Punch & Associates Investment Management, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

117962