UMB Fund Services , Inc.

235 W. Galena Street
Milwaukee, Wisconsin 53212
United States View Map >>

P: (800) 207-7108
UMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including administration, fund accounting, distribution, investor services and transfer agency, and alternative investment services; custody services through UMB Bank, n.a.; and turnkey solutions including series trust, collect... more

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Products & Services

mutual fund services


Brokerage, Finance

SIC Codes


Recently updated profiles at this company (205 contacts available)

Kaitlyn Campbell
Fund Accountant III
Sandy Hughes
Senior Administrative Assistant, Business Development Department
Anthony Fischer
Lisa Hock
Senior Vice President and Financial Advisor
Nathan Glade
Senior Tax Accountant
Kira Lords
Fund Accounting Manager
Mitchell Jenkins
Fund Accountant
Laura Schuld
Assistant Vice President and Client Relations Manager
Anthony McKinney
Lead Fund Accountant
Tracey Chen
Senior Fund Accountant

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