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
928 Grand, Kansas City, MO, 64106
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 Activities
Craig owns Sutherland Automotive, a part-time job involving sales and service of vintage automobiles, and is a partner in Sutherland Lumber Co. He also creates promotional videos for Historic Sports Car Racing LLC and runs social media sites, while dedicating nearly full-time hours to investment management services as a financial services professional at UMB Bank.