Overview

Assets Under Management: $2.8 billion
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 41
Average Client Assets: $2 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 419
Discretionary Accounts: 419

Regulatory Filings

CRD Number: 148534
Filing ID: 2005135
Last Filing Date: 2025-07-23 12:38:00
Website: https://nuanceinvestments.com