HOWARD BAILEY SECURITIES, LLC

5916 Covington Rd
Fort Wayne, Indiana 46804
Tel: 260-482-9559

About HOWARD BAILEY SECURITIES, LLC

HOWARD BAILEY SECURITIES, LLC, formally registered with the SEC as HOWARD BAILEY SECURITIES, LLC. The firm was established in 01/30/2019. They have over 5 offices throughout the country.

HOWARD BAILEY SECURITIES, LLC is a Fort Wayne, Indiana based Financial Planning firm with nearly $463,303,000 assets under management, offering retirement planning & investment advisory services to 4344 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282712
SEC#	801-114636
Assets Managed by Firm	$463,303,000
No. of Clients	4344
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4344	$463,303,000
Individuals (other than high net worth individuals)	2277	$299,621,000
High net worth individuals	203	$162,156,000
Pension and profit sharing plans	Fewer than 5 clients	$1,526,000

More Retirement Planning firms in Fort Wayne, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Fort Wayne, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.