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

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