Overview
Assets Under Management: $485 million
Headquarters: FORT WAYNE, IN
Frequently Asked Questions
HOWARD BAILEY SECURITIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282712), HOWARD BAILEY SECURITIES, LLC is subject to fiduciary duty under federal law.
HOWARD BAILEY SECURITIES, LLC is headquartered in FORT WAYNE, IN.
According to their SEC Form ADV, HOWARD BAILEY SECURITIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HOWARD BAILEY SECURITIES, LLC manages $485 million in client assets according to their SEC filing dated June 10, 2025.
According to their SEC Form ADV, HOWARD BAILEY SECURITIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 3,793
Discretionary Accounts: 3,793
Regulatory Filings
CRD Number: 282712
Filing ID: 1997107
Last Filing Date: 2025-06-10 16:24:00
Website: https://howardbailey.com