UMB FINANCIAL SERVICES, INC.
  • UMB FINANCIAL SERVICES, INC.
  • SCOUT BROKERAGE SERVICES, INC.
  • UNITED MISSOURI BROKERAGE SERVICES, INC.
  • UMB SCOUT BROKERAGE SERVICES, INC.

Adviser Profile

As of Date 04/14/2026
Registration SEC, Approved, 04/09/2004
Other registrations (7)
ADV Location KANSAS CITY, MO, United States
Contact Info 816 xxxxxxx
Websites
AUM* 5,043,339 590%
of that, discretionary 0
Number of Employees 55 -5%
of those in investment advisory functions 54 -7%
Private Fund GAV* 0
Avg Account Size 5,043,339 590%
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

41M 35M 29M 23M 18M 12M 6M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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