Umb Financial Services, Inc.
Umb Financial Services, Inc. is an SEC-registered ria in Kansas City, MO with $5.0M assets under management (AUM, regulatory AUM), +64% over one year. See who owns Umb Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 17073, SEC 801-62967, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $5.0M (2026-04-14)
- Firm type
- Ria
- Location
- Kansas City, MO
- Employees
- 55
- Clients
- 1
- CRD
- 17073
- Ownership
- GRAVES, SARAH ANN; FARRELL, RICKIE CLIFFORD; HARDING, BRADLEY LEON; UMB BANK, NA; POWELL, DENNIS G
How much AUM does Umb Financial Services, Inc. have?
Umb Financial Services, Inc. reported $5.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Umb Financial Services, Inc.?
Disclosed owners and executives of Umb Financial Services, Inc. include GRAVES, SARAH ANN, FARRELL, RICKIE CLIFFORD, HARDING, BRADLEY LEON, UMB BANK, NA, POWELL, DENNIS G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.