UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC. of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 17073). Regulatory assets under management: $5.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (59)

Showing 25 of 59 people.

NameRoleLocation
Maxwell S ThomasCAO, SVP; CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER, SVP (+2 more)Gilbert, AZ
Jeffrey Thomas MaxwellCAO, SVP
Angela Gaye GatesFINOP / PRESIDENT / DIRECTOR / PFO / POO / TREASURER
Phillip James MasonDIRECTOR
Christopher Sheldon LongCHIEF COMPLIANCE OFFICER
Thomas Harold MasseyDIRECTOR
Benjamin Joseph SkillingDIRECTOR
Phillip Michael KlevornDIRECTOR
James Matthew StephensSECRETARY
John Charles PaulsASSISTANT SECRETARY
Jimmy Ray Jr TurnerDIRECTOR
KEMPER RUFUS CROSBYSTOCKHOLDER
GRAVES SARAH ANNMUNICIPAL PRINCIPAL
SANGSTER JAMES ALLANDIRECTOR
FARRELL RICKIE CLIFFORDSVP - FINOP; SVP / FINOP / DIRECTOR
HARDING BRADLEY LEONSROP / CROP
BENDER TROY WAYNEDIRECTOR
DESILVA PETER JAMESDIRECTOR
TROUT GIL LEONDIRECTOR
RINE JAMES DENNISONDIRECTOR
TREECE CHRISTOPHER GERALDASSISTANT TREASURER; TREASURER
CLARK CATHERINE MARIANCHIEF COMPLIANCE OFFICE; CHIEF COMPLIANCE OFFICER
BASLER DEANNA LOUISEPRESIDENT
KITTS STEPHEN MICHAELDIRECTOR
ELLIS MICHAELEVP / DIRECTOR; PRESIDENT / DIRECTOR

More on this firm