UMB Financial Services, Inc.
● SEC registered since 2004CRD 17073SEC# 801-62967Kansas City, MO
Reg. AUM
$5M
Employees
55
Accounts
1
Location
Kansas City, MO
UMB Financial Services, Inc. assets under management
UMB Financial Services, Inc. is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2004. It reports $5 million in regulatory assets under management and employs 55 people.
UMB Financial Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Gaye Gates Control | Finop / President / Director / Pfo / Poo / Treasurer | Under 5% | 2009 |
| Christopher Sheldon Long | Chief Compliance Officer | Under 5% | 2020 |
| Jeffrey Thomas Maxwell Control | Cao, Svp | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does UMB Financial Services, Inc. manage?
UMB Financial Services, Inc. reports $5 million in regulatory assets under management on its Form ADV.
How many employees does UMB Financial Services, Inc. have?
UMB Financial Services, Inc. reports 55 employees.
Where is UMB Financial Services, Inc. located?
UMB Financial Services, Inc. is based in Kansas City, MO and has been SEC-registered since 2004.
Does UMB Financial Services, Inc. disclose fund performance?
UMB Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 928 Grand Blvd, 4th Floor, Kansas City, MO 64106 |
| Phone | 816-842-2222 |
| Fax | 816-860-3689 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 780789 |
| Discloses disciplinary history | No |
Regulatory AUM
$5M▲ 590%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$5Mregulatory AUM
Discretionary $0Non-discretionary $5M