Umb Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

UMB Asset Management focuses on designing, creating, and managing investment vehicles and funds, primarily serving private investment vehicles. UMB Asset Management's services include managing and designing investment funds. The specific investment strategies and objectives for each fund are detailed in their respective offering documents.

Assets Under Management$47M
Clients4
Advisors1
Avg. per Client$12M
Avg. per Advisor$47M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Umb Asset Management, LLC | TrueAdvisor