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KIMELMAN & BAIRD, LLC
CRD 2440 · SEC 801-9182
800 THIRD AVENUE, SUITE 2300, NEW YORK, NY, 10022, United States
Phone
212-686-0021
Fax
212-779-9603
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.48B
Discretionary AUM
$1.48B
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $50.6M |
| High net worth individuals | 113 | $1.33B |
| Pension/profit sharing plans | 1 | $1.8M |
| Charitable organizations | 6 | $92.5M |
States served
CA, MD, MA, NJ, NY, PA, PR, CT, FL
All web addresses on file
Official SEC filing: View on IAPD