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Building 2HOWARD BAILEY SECURITIES, LLC

Map pinFORT WAYNE, IN
Phone260-482-9559
NotebookSEC #801-114636
Total AUM
$582.8M
Employees
46
Clients
1,756

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5916 COVINGTON RD
FORT WAYNE
IN 46804
United States
Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
260-482-9559
Other Offices
4

ReceiptFinancials

Total AUM
$582.8M
Accounts
4,056
Discretionary
$582.8M
Accounts
4,056
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,617
AUM
$403.7M
HNW Individual Clients
83
AUM
$169.9M
Pension/Profit Sharing Plan Clients
53
AUM
$7.3M
Corporation or Business Clients
3
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLGAINMIMONCNVOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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