Umb Financial Services, Inc.
Umb Financial Services, Inc. (CRD# 17073) is a financial advisory firm headquartered in Kansas City, MO. They manage $730,778 in 1 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$730,778
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Chloe Alexander (CRD# 6930043) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.
Deborah Alexander (CRD# 4444456) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.
Gregory Aman (CRD# 3183807) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 25 years of experience in the finance industry.
Narine Avanesova (CRD# 7037643) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 5 years of experience in the finance industry.
Peter Bernstein (CRD# 4806489) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 12 years of experience in the finance industry.
Peter Braun (CRD# 2139389) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 32 years of experience in the finance industry.
Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 25 years of experience in the finance industry.
James Carlile (CRD# 6553249) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 8 years of experience in the finance industry.
Chad Clement (CRD# 4350255) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 23 years of experience in the finance industry.
David Compere (CRD# 5325195) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Springfield, MO and has over 17 years of experience in the finance industry.