Insights

Established Client Relationships Kimelman & Baird has been serving individual and family clients for over 55 years, indicating a strong foundation in personalized financial advisory services. This longevity suggests opportunities to introduce advanced investment solutions or wealth management tools to enhance their existing client offerings.

Active Portfolio Management Recent investments in diverse assets such as equities, ETFs, and corporate securities highlight the firm's active engagement in portfolio management. This activity presents prospects for selling advanced analytics, portfolio optimization software, or tailored investment research services.

Focus on ESG Investing The firm’s investments in ESG-focused ETFs such as iShares ESG Aware MSCI reflect an interest in responsible investing. This opens potential for introducing ESG data platforms, sustainable investment analytics, or ESG compliance solutions to support their investment strategies.

Technology Adoption Using digital tools like WordPress, Facebook Pixel, and Microsoft 365 indicates an openness to digital engagement and marketing. There is an opportunity to offer marketing automation, client portal enhancements, or cybersecurity solutions to improve their digital infrastructure.

Financial Growth Potential With revenue estimated between 25 and 50 million dollars and an asset under management of 1.4 billion dollars, Kimelman & Baird presents a scalable client base. This suggests potential for expanding premium service offerings, advanced CRM systems, or client engagement platforms to foster growth and retention.

Kimelman & Baird LLC Tech Stack

Kimelman & Baird LLC uses 8 technology products and services including AppNexus, Facebook Pixel, Linkedin Insight Tag, and more. Explore Kimelman & Baird LLC's tech stack below.

  • AppNexus
    Advertising
  • Facebook Pixel
    Analytics
  • Linkedin Insight Tag
    Analytics
  • jsDelivr
    Content Delivery Network
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Microsoft 365
    Email
  • Facebook
    Widgets

Media & News

Kimelman & Baird LLC's Email Address Formats

Kimelman & Baird LLC uses at least 1 format(s):
Kimelman & Baird LLC Email FormatsExamplePercentage
FLast@kimelmanbaird.comJDoe@kimelmanbaird.com
40%
Last@kimelmanbaird.comDoe@kimelmanbaird.com
10%
FLast@kimelmanbaird.comJDoe@kimelmanbaird.com
40%
Last@kimelmanbaird.comDoe@kimelmanbaird.com
10%

Frequently Asked Questions

What is Kimelman & Baird LLC's official website and social media links?

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Kimelman & Baird LLC's official website is kimelmanbaird.com and has social profiles on LinkedIn.

What is Kimelman & Baird LLC's NAICS code?

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Kimelman & Baird LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Kimelman & Baird LLC have currently?

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As of December 2025, Kimelman & Baird LLC has approximately 10 employees across 1 continents, including North America. Key team members include Partner, Co-Chief Investment Officer: S. V.Partner - Coo, Head Of Client Relations And Portfolio Administration: Y. M.Partner & Co-Chief Investment Officer: S. K.. Explore Kimelman & Baird LLC's employee directory with LeadIQ.

What industry does Kimelman & Baird LLC belong to?

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Kimelman & Baird LLC operates in the Investment Management industry.

What technology does Kimelman & Baird LLC use?

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Kimelman & Baird LLC's tech stack includes AppNexusFacebook PixelLinkedin Insight TagjsDelivrOpen GraphWordPressMicrosoft 365Facebook.

What is Kimelman & Baird LLC's email format?

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Kimelman & Baird LLC's email format typically follows the pattern of FLast@kimelmanbaird.com. Find more Kimelman & Baird LLC email formats with LeadIQ.

When was Kimelman & Baird LLC founded?

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Kimelman & Baird LLC was founded in 1966.

Kimelman & Baird LLC

Investment ManagementNew York, United States2-10 Employees

Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management.

K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest conversation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams.

Kimelman & Baird have been serving individuals and families for over 55 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations.

When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You’ll find the honesty refreshing.

We Listen. We Learn. We Invest.

Contact Us
(212) 686-0021
nwilson@kimelmanbaird.com
www.kimelmanbaird.com

Securities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
1966
Employees
2-10

Section iconFunding & Financials

  • $25M$50M

    Kimelman & Baird LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Kimelman & Baird LLC's revenue is estimated to be in the range of $25M$50M

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