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Numbers By Tom Paske & Diane Kramer, Inc. (Bloomington)


Numbers By Tom Paske & Diane Kramer, Inc. is an adviser based in Bloomington. It manages $33.26 million of regulatory assets for 231 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Minnesota.




Numbers By Tom Paske & Diane Kramer provides financial planning services, portfolio management for individuals and small businesses, and bookkeeping for individuals and small corporations. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Numbers By Tom Paske & Diane Kramer: assets under management

The assets under management (AUM) of Numbers By Tom Paske & Diane Kramer, Inc. is $33.26 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.97 million in discretionary accounts and $1.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.57 thousand.
Numbers By Tom Paske & Diane Kramer has custody of $27.76 thousand in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Numbers By Tom Paske & Diane Kramer, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bloomington

The principal office where Numbers By Tom Paske & Diane Kramer, Inc. performs its advisory services is located at 7900 Telegraph Road, Bloomington, MN 55438, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-944-5577 or by fax 952-941-9849. The normal business hours are 8:30am - 5:00 pm on Monday - Friday.


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