Paul Trueman Dwyer
Investment adviser representative at Punch & Associates Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Punch & Associates Investment Management, Inc.Jan 2017 to now
- Blue Clay CapitalSep 2013 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
Punch & Associates Investment Management, Inc.
$2BAssets managed
562Clients
17Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5189402
- Firm CRD
- 117962