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 (274 contacts available)

Andy Szymczak
Mutual Fund Institutional Specialist II
Matthew McGurk
Fund Administrator I
John Bailey
Fund Administrator
Steven Doman
Fund Officer and Human Resources Generalist
Jacob Braund
Alternative Investment Specialist
Matthew Kuchta
Fund Administrator
Joshua Johnson
Mutual Fund Administrator
Corey Meyer
Fund Administrator
Kaitlyn Campbell
Fund Accountant III
Anthony Fischer
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