UMB FINANCIAL SERVICES, INC.

928 Grand Blvd
Kansas City, Missouri 64106
Tel: 816-842-2222

About UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC, formally registered with the SEC as UMB FINANCIAL SERVICES, INC. The firm was established in 04/09/2004. They have over 16 offices throughout the country.

UMB FINANCIAL SERVICES, INC. is a Kansas City, Missouri based Financial Planning firm with nearly $3,070,243 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	17073
SEC#	801-62967
Assets Managed by Firm	$3,070,243
No. of Clients	1
No. of Advisors	51

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$3,070,243
Individuals (other than high net worth individuals)	1	$3,070,243

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