UMB Financial Services Inc

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Assets, Funds, Holdings

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UMB Financial Services Inc
CRD #17073
SEC #801-62967
CIK #0000780789
AUM 5.0 M (2026-04-14)
Employees 55 (98% Investors, 85% Brokers)
Phone816-842-2222
Address928 Grand Blvd
Kansas City, MO 64106
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
504030201002002201020182027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 5.0
(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 5.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 5.0
Total 1 5.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.0
Total 1 5.0
Firm Profile (Form ADV)
Clients2,110
ServesInstitutional, Retail
LEI254900GFVO9NGQ21JC37
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