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UMB Financial Services Inc
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CRD # | 17073 |
SEC # | 801-62967 |
CIK # | 0000780789 |
AUM | $0.7 MM (2024-03-07) |
Employees | 58 (100% Investors, 83% Brokers) |
Phone | 816-842-2222 |
Address | 928 Grand Blvd Kansas City, MO 64106 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1 | 0.7 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 0.7 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 1 | 0.7 |
Total | 1 | 0.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.7 | |
Total | 1 | 0.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Penserra Global Investors LLC
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CA | 0.0 |
Pioneer Administrative Services Ltd
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0.0 | |
Symfonie Capital Ltd
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|
0.0 | |
Branson Fowlkes Russell Inc
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|
TX | 0.0 |
Bluevine Advisory LLC
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|
NJ | 0.0 |
Optimize Advisors LLC
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|
NY | 0.0 |
Hedgehog Advisers LLC
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|
CA | 0.0 |
Arch Indices Investment Advisors LLC
✚
|
NY | 0.0 |
Berilium Technologies Inc
✚
|
CA | 0.0 |
Vance Funds Limited
✚
|
OH | 0.0 |