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Building 2KIMELMAN & BAIRD, LLC

Map pinNEW YORK, NY
Phone212-686-0021
NotebookSEC #801-9182
Total AUM
$1.5B
Employees
9
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 THIRD AVENUE
SUITE 2300
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
212-686-0021

ReceiptFinancials

Total AUM
$1.5B
Accounts
490
Discretionary
$1.5B
Accounts
490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$50.6M
HNW Individual Clients
113
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
6
AUM
$92.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CACTFLMAMDNJNYPAPR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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