UMB FINANCIAL SERVICES, INC.
CRD #17073 SEC #801-62967 KANSAS CITY, MO 816-842-2222
SEC Registered Broker-Dealer
Total AUM
$3.1M
Discretionary
$0
Employees
51
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.1M | $0 | $3.1M | 51 | 1,393 |
| Feb 2025 | $730.8K | $0 | $730.8K | 58 | 1,301 |
| Jan 2025 | $730.8K | $0 | $730.8K | 58 | 1,301 |
| Jan 2025 | $730.8K | $0 | $730.8K | 58 | 1,301 |
| Mar 2024 | $730.8K | $0 | $730.8K | 58 | 1,301 |
| Jul 2023 | $1.4M | $0 | $1.4M | 62 | 1,452 |
| Apr 2023 | $1.4M | $0 | $1.4M | 62 | 1,452 |
| Mar 2023 | $1.4M | $0 | $1.4M | 62 | 1,452 |
| Mar 2023 | $27.1M | $0 | $27.1M | 64 | 1,410 |
| Jan 2023 | $27.1M | $0 | $27.1M | 64 | 1,410 |
| Dec 2022 | $27.1M | $0 | $27.1M | 64 | 1,410 |
| Mar 2022 | $27.1M | $0 | $27.1M | 64 | 1,410 |
| Nov 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Jul 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Jul 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Jun 2021 | $40M | $0 | $40M | 70 | 1,323 |
| May 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Apr 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Apr 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Mar 2021 | $40M | $0 | $40M | 70 | 1,323 |
| Feb 2021 | $41M | $0 | $41M | 70 | 1,396 |
| Jun 2020 | $41M | $0 | $41M | 70 | 1,396 |
| Mar 2020 | $41M | $0 | $41M | 70 | 1,396 |
| Jan 2020 | $29.2M | $0 | $29.2M | 70 | 1,396 |
| Dec 2019 | $29.2M | $0 | $29.2M | 70 | 1,396 |
| Sep 2019 | $29.2M | $0 | $29.2M | 70 | 1,396 |
| Jun 2019 | $29.2M | $0 | $29.2M | 70 | 1,396 |
| Mar 2019 | $29.2M | $0 | $29.2M | 70 | 1,396 |
| Mar 2019 | $23.6M | $0 | $23.6M | 70 | 1,314 |
| Nov 2018 | $23.6M | $0 | $23.6M | 70 | 1,314 |
| Apr 2018 | $23.6M | $0 | $23.6M | 70 | 1,314 |
| Mar 2018 | $23.6M | $0 | $23.6M | 70 | 1,314 |
| Jan 2018 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Jan 2018 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Jan 2018 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Jan 2018 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Nov 2017 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Nov 2017 | $16.9M | $0 | $16.9M | 70 | 1,314 |
| Mar 2017 | $16.9M | $0 | $16.9M | 70 | 1,400 |
| Feb 2017 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Jan 2017 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Dec 2016 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Aug 2016 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Apr 2016 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Apr 2016 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Mar 2016 | $10.8M | $0 | $10.8M | 60 | 1,400 |
| Jan 2016 | $9M | $0 | $9M | 62 | 1,200 |
| Nov 2015 | $9M | $0 | $9M | 62 | 1,200 |
| Jan 2010 | $29M | $29M | $0 | -- | -- |
| Oct 2009 | $29M | $29M | $0 | -- | -- |
| Sep 2009 | $29M | $29M | $0 | -- | -- |
| May 2009 | $29M | $29M | $0 | -- | -- |
| May 2009 | $29M | $29M | $0 | -- | -- |
| Apr 2009 | $29M | $29M | $0 | -- | -- |
DateMar 2025
Total AUM$3.1M
Discretionary$0
Non-Disc.$3.1M
Employees51
Clients1,393
DateFeb 2025
Total AUM$730.8K
Discretionary$0
Non-Disc.$730.8K
Employees58
Clients1,301
DateJan 2025
Total AUM$730.8K
Discretionary$0
Non-Disc.$730.8K
Employees58
Clients1,301
DateJan 2025
Total AUM$730.8K
Discretionary$0
Non-Disc.$730.8K
Employees58
Clients1,301
DateMar 2024
Total AUM$730.8K
Discretionary$0
Non-Disc.$730.8K
Employees58
Clients1,301
DateJul 2023
Total AUM$1.4M
Discretionary$0
Non-Disc.$1.4M
Employees62
Clients1,452
DateApr 2023
Total AUM$1.4M
Discretionary$0
Non-Disc.$1.4M
Employees62
Clients1,452
DateMar 2023
Total AUM$1.4M
Discretionary$0
Non-Disc.$1.4M
Employees62
Clients1,452
DateMar 2023
Total AUM$27.1M
Discretionary$0
Non-Disc.$27.1M
Employees64
Clients1,410
DateJan 2023
Total AUM$27.1M
Discretionary$0
Non-Disc.$27.1M
Employees64
Clients1,410
DateDec 2022
Total AUM$27.1M
Discretionary$0
Non-Disc.$27.1M
Employees64
Clients1,410
DateMar 2022
Total AUM$27.1M
Discretionary$0
Non-Disc.$27.1M
Employees64
Clients1,410
DateNov 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateJul 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateJul 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateJun 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateMay 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateApr 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateApr 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateMar 2021
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees70
Clients1,323
DateFeb 2021
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees70
Clients1,396
DateJun 2020
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees70
Clients1,396
DateMar 2020
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees70
Clients1,396
DateJan 2020
Total AUM$29.2M
Discretionary$0
Non-Disc.$29.2M
Employees70
Clients1,396
DateDec 2019
Total AUM$29.2M
Discretionary$0
Non-Disc.$29.2M
Employees70
Clients1,396
DateSep 2019
Total AUM$29.2M
Discretionary$0
Non-Disc.$29.2M
Employees70
Clients1,396
DateJun 2019
Total AUM$29.2M
Discretionary$0
Non-Disc.$29.2M
Employees70
Clients1,396
DateMar 2019
Total AUM$29.2M
Discretionary$0
Non-Disc.$29.2M
Employees70
Clients1,396
DateMar 2019
Total AUM$23.6M
Discretionary$0
Non-Disc.$23.6M
Employees70
Clients1,314
DateNov 2018
Total AUM$23.6M
Discretionary$0
Non-Disc.$23.6M
Employees70
Clients1,314
DateApr 2018
Total AUM$23.6M
Discretionary$0
Non-Disc.$23.6M
Employees70
Clients1,314
DateMar 2018
Total AUM$23.6M
Discretionary$0
Non-Disc.$23.6M
Employees70
Clients1,314
DateJan 2018
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateJan 2018
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateJan 2018
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateJan 2018
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateNov 2017
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateNov 2017
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,314
DateMar 2017
Total AUM$16.9M
Discretionary$0
Non-Disc.$16.9M
Employees70
Clients1,400
DateFeb 2017
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateJan 2017
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateDec 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateAug 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateApr 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateApr 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateMar 2016
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees60
Clients1,400
DateJan 2016
Total AUM$9M
Discretionary$0
Non-Disc.$9M
Employees62
Clients1,200
DateNov 2015
Total AUM$9M
Discretionary$0
Non-Disc.$9M
Employees62
Clients1,200
DateJan 2010
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees--
Clients--