SEC CRD #801-9182
Kimelman Baird About Us Insights Client Login Contact Us We listen. We learn. We invest. What could you achieve if your investment advisor cared about what you really want? What do you want your legacy to be? We know financial decisions are personal. That’s why our process is personal, too. We listen and learn about you, your family, your lifestyle, and the legacy you want to leave, so we can protect and grow your assets to help you navigate the now and safeguard the future. " K B are the money people, and I’m just me. I would be doing them a disservice if I didn’t share who I am as an individual. They truly want to know who you are as an individual so they can help you plan best for your future. " — Hilary, X-year K B Client --> We know financial decisions are personal. That’s why our process is personal, too. We listen and learn about you, your family, your lifestyle, and the legacy you want to leave, so we can protect your assets to help you navigate the now and safeguard the future. Let Us Learn About You It's about trust. Our investment approach stands upon a foundation of trust, which we’ve cultivated over five decades spent working with families and institutions of all sizes. We strive to make decisions with your best interests and goals in mind and always work with the highest degrees of integrity and ethics. All eyes are on you. We value our relationship with every client. Our team takes a collaborative approach to client service, so each employee understands the nua
YAZMEEN MOCK
CCO
📞 (212) 686-0021
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$1.5B
Check Size
$10M–$10M
Location
NEW YORK, NY
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.