UMB Financial Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
UMB Financial Services Inc
CRD #17073
SEC #801-62967
CIK #0000780789
AUM $0.7 MM (2024-03-07)
Employees 58 (100% Investors, 83% Brokers)
Phone816-842-2222
Address928 Grand Blvd
Kansas City, MO 64106
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
504030201002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 0.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 0.7
Total 1 0.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.7
Total 1 0.7
Comparable Firms State AUM ($BB)
Penserra Global Investors LLC
CA 0.0
Pioneer Administrative Services Ltd
0.0
Symfonie Capital Ltd
0.0
Branson Fowlkes Russell Inc
TX 0.0
Bluevine Advisory LLC
NJ 0.0
Optimize Advisors LLC
NY 0.0
Hedgehog Advisers LLC
CA 0.0
Arch Indices Investment Advisors LLC
NY 0.0
Berilium Technologies Inc
CA 0.0
Vance Funds Limited
OH 0.0
Terms | Privacy | Guide
tony@aum13f.com