Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
7700 Forsyth Blvd, Suite 120, Clayton, MO, 63105
Get directionsRegulatory History
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 ActivitiesSells Insurance
Adam is a lay director for soccer intermurals at St. Simons Catholic Church, dedicating a few hours per week. He is also a licensed agent for UMB Insurance selling fixed rate insurance products and services, and a financial services professional for UMB Bank, each taking a few hours per week. Adam is also a co-owner of P'hiancial Holdings LLC, formed to purchase a vacation property.