NUMBERS BY TOM PASKE & DIANE KRAMER, INC.
Total AUM
$33.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7900 TELEGRAPH ROAD
BLOOMINGTON
MN 55438
United States
BLOOMINGTON
MN 55438
United States
Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
952-944-5577
Financials
Total AUM
$33.3M
Accounts
231Discretionary
$32M
Accounts
199Non-Discretionary
$1.3M
Accounts
32
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BOOKKEEPING FOR INDIVIDUALS AND SMALL CORPORATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.