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Paul Trowbridge Gillespie

NUANCE INVESTMENTS, LLC·KANSAS CITY, Missouri
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4900 MAIN STREET, KANSAS CITY, MO 64112CRD# 4752094Firm CRD# 148534
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About

Paul Trowbridge Gillespie is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with NUANCE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NUANCE INVESTMENTS, LLC
NUANCE INVESTMENTS, LLC
AUM
$5.0B
Regulatory assets under management
Employees
22
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4752094
Firm CRD# 148534
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Trowbridge Gillespie offer?
Paul Trowbridge Gillespie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Paul Trowbridge Gillespie's credentials?
Paul Trowbridge Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Trowbridge Gillespie located?
Paul Trowbridge Gillespie is based in KANSAS CITY, Missouri, working with NUANCE INVESTMENTS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Paul Trowbridge Gillespie charge for services?
Paul Trowbridge Gillespie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NUANCE INVESTMENTS, LLC?
NUANCE INVESTMENTS, LLC has approximately 22 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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