GA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
54 advisors
Number of Clients
1 client
Average Client Portfolio
$3.1M average
Assets Under Management
$3.1M
Fee Structure
This brochure describes UMBFSI’s advisory services. Please refer to the Managed Account Solutions Program Fees section below for additional information about fees associated with your account.
Areas of Practice
Investment Management
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Advisor Information
Office location
7700 Forsyth Blvd, Suite 120, Clayton, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a board member of KidSmart, a non-profit organization, dedicating minimal time. He also works full-time for UMB Bank, providing investment management services as a financial services professional since 2009.
Employment History
Current Registrations
Umb Financial Services, INC.
February 2010 - Present · 15 yrs 11 mos
Umb Financial Services, INC.
June 2009 - Present · 16 yrs 7 mos
Umb Financial Services, INC. Broker
June 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
April 1999 - June 2009 · 10 yrs 2 mos
State Registrations4 states
AZCAILMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.