Overview
Assets Under Management: $56 million
Headquarters: KANSAS CITY, MO
Frequently Asked Questions
UMB ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306374), UMB ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
UMB ASSET MANAGEMENT, LLC is headquartered in KANSAS CITY, MO.
UMB ASSET MANAGEMENT, LLC manages $56 million in client assets according to their SEC filing dated July 22, 2024.
Services Offered
Services:
Clients
Total Client Accounts: 5
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 306374
Filing ID: 1890578
Last Filing Date: 2024-07-22 17:11:00