Kbstm Partners, LLC
Firm details
- Headquarters
- Timonium, Maryland
- CRD number
- 155433
- Website
- www.kbstm.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Basil Taibel
Partner EmeritusCRD 4539802

Stuart Solomon
Founding PartnerCRD 4539799

Raphael Kahn
Founding PartnerCRD 4539796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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