Kimelman & Baird, LLC Email Format

Investment ManagementNew York, United States11-50 Employees

Kimelman & Baird, LLC is a registered investment adviser and broker-dealer based in New York City, New York. The firm offers investment management, retirement planning, and intergenerational wealth transfer for individuals and families, and also oversees portfolios for foundations and nonprofit organizations. Its approach centers on listening to clients to understand what matters most, then translating those priorities into an active investment strategy. With more than five decades of service, the firm has longstanding experience in the field.

Securities and advisory services are offered through Kimelman & Baird, LLC, which operates under FINRA/SIPC membership and is registered with the SEC as an investment adviser. Based in New York City, the firm serves a diverse client base across individuals, families, foundations, and nonprofit organizations within the investment-management landscape.

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