CRD: 17073
UMB Financial Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-1986
- Office Locations
- 27
Office Locations
About UMB Financial Services, Inc.
Berkeley Investment Advisors delivers full-scope wealth management and sophisticated money management via SIPC-insured, separately managed client accounts, allocating across firm strategies tailored to each client. Led by CIO Ray Meadows, the firm emphasizes an analytically driven, long-term active investment process designed to reduce emotional bias, and can also advise clients on direct investment real estate purchases.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANGELA GAYE GATES
DIRECTOR, Finop, President, TREASURER, Vice President
- CRD
- #2626070
- Ownership
- Less than 5%
PHILLIP MICHAEL KLEVORN
DIRECTOR, Regional Manager
- CRD
- #4852039
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Chloe Elizabeth Alexander
Financial Analyst
- CRD
- #6930043
DEBORAH LUCILLE ALEXANDER
Product Manager
- CRD
- #4444456
Showing 2 of 121 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,043,339 | $5,043,339 |
| Total | $5,043,339 | $5,043,339 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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