Kbstm Partners, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
Timonium, Maryland
CRD number
155433
Fee structure
Other

Firm profile

FINTRX

Overview

Kbstm Partners, LLC is organized as a limited liability company and is classified as an independent registered investment adviser owned by an individual. Public records describe the firm’s business activity as operating in the capacity of an "other financial product salesperson" and indicate an industry affiliation with accountants. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser structure. The firm’s fee model is listed as "other," and specific advisory mandates or investment programs are not described in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Basil Taibel

    Basil Taibel

    Partner EmeritusCRD 4539802

  • Stuart Solomon

    Stuart Solomon

    Founding PartnerCRD 4539799

  • Raphael Kahn

    Raphael Kahn

    Founding PartnerCRD 4539796

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Timonium, MD

Baltimore

Location

Timonium, MD

Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
9515 Deereco Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth