UMB FINANCIAL SERVICES, INC.

CRD 17073 · SEC 801-62967

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928 GRAND BLVD, 4TH FLOOR, KANSAS CITY, MO, 64106, United States

Phone

816-842-2222

Fax

816-860-3689

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.0M

Discretionary AUM

Team

55 total employees; 54 advisory reps; 2110 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-14

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.umb.com/wealth-management/investing

Official SEC filing: View on IAPD