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Building 2UMB FINANCIAL SERVICES, INC.

Map pinKANSAS CITY, MO
Phone816-842-2222
NotebookSEC #801-62967
Total AUM
$5M
Employees
55
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
928 GRAND BLVD
4TH FLOOR
KANSAS CITY
MO 64106
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
816-842-2222
Other Offices
19

ReceiptFinancials

Total AUM
$5M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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