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KIMELMAN & BAIRD, LLC
800 Third Avenue
Suite 2300
New York, New York 10022
Tel: 212-686-0021
About KIMELMAN & BAIRD, LLC
KIMELMAN & BAIRD, LLC, formally registered with the SEC as KIMELMAN & BAIRD, LLC. The firm was established in 04/02/1973. They have over 1 offices throughout the country.
KIMELMAN & BAIRD, LLC is a New York, New York based Financial Planning firm with nearly $1,363,505,000 assets under management, offering retirement planning & investment advisory services to 532 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 2440 |
| SEC# | 801-9182 |
| Assets Managed by Firm | $1,363,505,000 |
| No. of Clients | 532 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 532 | $1,363,505,000 |
| Individuals (other than high net worth individuals) | 152 | $51,131,000 |
| High net worth individuals | 117 | $1,232,835,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,454,000 |
| Charitable organizations | 6 | $78,085,000 |
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