Kimelman & Baird, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2440
- Registered since
- April 2, 1973
- Website
- kimelmanbaird.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI90.2%
- Charitable Organizations6.25%
- Individuals3.42%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kimelman & Baird, LLC is an independent broker‑dealer organized as an LLC that also provides advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm serves both individual and family clients as well as institutional clients, and combines fee‑based (percentage of AUM) and commission revenue models. Kimelman & Baird, LLC is registered with the SEC and has been since 1973. The firm does not identify as an active ESG investor and is not structured as a multi‑state or newly formed adviser; it does not list pension consulting or related adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$5.9M in ETFs
98%
$5.8M
0%
$94.7K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.1M | 5,390 | 34.69% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 800 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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