Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management.
K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest conversation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams.
Kimelman & Baird have been serving individuals and families for over 55 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations.
When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You’ll find the honesty refreshing.
We Listen. We Learn. We Invest.
Contact Us
(212) 686-0021
nwilson@kimelmanbaird.com
www.kimelmanbaird.com
Securities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 800 3rd Ave, New York,new York 10022,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.kimelmanbaird.com
- Keywords
- Investment Management, Retirement Planning, Financial Advisor, Portfolio Management, High Net Worth Individuals, Endowments, Pension Funds, Non Profits, Family Office, FinLife, Active Investment Managers, Honest Conversations About Money, Registered Investment Advisor.
- HQ
- New York, New York
Kimelman & Baird, Llc Questions
Kimelman & Baird, Llc's website is http://www.kimelmanbaird.com
Kimelman & Baird, Llc's LinkedIn profile is https://www.linkedin.com/company/kimelmanandbaird
Kimelman & Baird, Llc has
11 employees.
View email and phone details for 11
employees at Kimelman & Baird, Llc.
Kimelman & Baird, Llc's industry is
Investment Management
Kimelman & Baird, Llc's top competitors are
Apollo Global Management, Inc.,
Piper Sandler,
Hps Investment Partners, Llc,
Git Investment Services Inc,
Level 5 Family Ofifice,
Pacific General Contracting,
Kimelman & Baird Llc,
Kroll,
Pinebridge Investments,
Marriott Securities Llc.
Kimelman & Baird, Llc's categories are Investment Management
Kimelman & Baird, Llc's founding year is 1966
