UMB ASSET MANAGEMENT, LLC

1010 Grand
2nd Floor
Kansas City, Missouri 64106
Tel: 800-842-9999

About UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC, formally registered with the SEC as UMB ASSET MANAGEMENT, LLC. The firm was established in 12/05/2019. They have over 2 offices throughout the country.

UMB ASSET MANAGEMENT, LLC is a Kansas City, Missouri based Financial Planning firm with nearly $56,315,223 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306374
SEC#	801-117738
Assets Managed by Firm	$56,315,223
No. of Clients	5
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Other (CREATION AND MANAGEMENT OF PRIVATE INVESTMENTS AND FUNDS FOR SPECIAL PURPOSE VEHICLE INVESTMENT FUNDS AND FINANCIAL INSTITUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$56,315,223

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