Financial Advisors at Umb Financial Services, Inc.

Umb Financial Services, Inc.

Umb Financial Services, Inc. offers portfolio management for businesses, portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as broker-dealer, registered municipal advisor.

Background Background

Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

A percentage of assets under management

Operations

Broker-dealer

Registered municipal advisor

14

Branches

64

Employees

64

Investment Advisors

64

Employees

64

Investment Advisors

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Client Types

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    100.0%

    66

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100.0%

66

Account Overview

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