KBSTM PARTNERS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
TIMONIUM, Maryland
CRD number
155433
Fee structure
Other

Firm profile

FINTRX

Overview

Kbstm Partners, LLC operates as a limited liability company with a focus on providing financial services. The firm engages in various business activities, primarily functioning as a salesperson for other financial products. While it does not classify itself under traditional advisory activities, it maintains a presence in the financial services industry through its affiliations, notably with accounting professionals. Kbstm Partners does not identify as an ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • BASIL TAIBEL

    Partner EmeritusCRD 4539802

  • STUART SOLOMON

    Founding PartnerCRD 4539799

  • RAPHAEL KAHN

    Founding PartnerCRD 4539796

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth