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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| UMB Financial Services Inc
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| CRD # | 17073 |
| SEC # | 801-62967 |
| CIK # | 0000780789 |
| AUM | $3.1 M (2025-03-05) |
| Employees | 51 (100% Investors, 80% Brokers) |
| Phone | 816-842-2222 |
| Address | 928 Grand Blvd Kansas City, MO 64106 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 3.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 3.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 3.1 |
| Total | 1 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 1 | 3.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alphaai Capital Management LLC
✚
|
0.0 | |
|
Berilium Technologies Inc
✚
|
CA | 0.0 |
|
Marketocracy Masters Inc
✚
|
MI | 0.0 |
|
Eden Intelligence Financial LLC
✚
|
0.0 | |
|
Forester Capital Management Ltd
✚
|
IL | 0.0 |
|
Bluevine Advisory LLC
✚
|
NJ | 0.0 |
|
Paladin Capital LLC
✚
|
MN | 0.0 |
|
Mariner Wealth Advisors-Pr LLC
✚
|
KS | 0.0 |
|
Marstone LLC
✚
|
RI | 0.0 |
|
Nytrx LLC
✚
|
0.0 |