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Building 2UMB PRIVATE WEALTH MANAGEMENT, LLC

Map pinKANSAS CITY, MO
Phone816-860-7000
NotebookSEC #801-117738
Total AUM
$68.4M
Employees
94
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 GRAND
3RD FLOOR
KANSAS CITY
MO 64106
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
816-860-7000
Other Offices
13

ReceiptFinancials

Total AUM
$68.4M
Accounts
4
Discretionary
$0
Accounts
0
Non-Discretionary
$68.4M
Accounts
4

ContactClients

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Pooled Vehicle Clients
4
AUM
$68.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CREATION AND MANAGEMENT OF PRIVATE INVESTMENTS AND FUNDS FOR SPECIAL PURPOSE VEHICLE INVESTMENT FUNDS AND FINANCIAL INSTITUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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