Umb Financial Services, INC.
Assets Under Management
$3.1M
Number of Clients
1
Number of Advisors
54
Average Client AUM
$3.1M
AUM per Advisor
$57K
Compensation
Fee-Only (AUM)
About This Firm
UMB Financial Services, Inc. is a broker-dealer and SEC Registered Investment Adviser offering a variety of products and services. The firm sponsors the UMB Managed Account Solutions Program (MAS Program), which consists of four investment advisory program options: FMAX, UMB Fund Advisor, UMB Advisor Select, and the UMB Institutional Fixed Income Program. Financial Advisors conduct a thorough review to understand a client’s investment needs and goals.
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
Location
928 Grand Blvd, Kansas City, MO, 64106