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HOWARD BAILEY SECURITIES, LLC
CRD 282712 · SEC 801-114636
5916 COVINGTON RD, FORT WAYNE, IN, 46804, United States
Phone
260-482-9559
Fax
260-482-9779
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$582.8M
Discretionary AUM
$582.8M
Team
46 total employees; 15 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING, THIRD PARTY MONEY MANAGERS, SUB ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1617 | $403.7M |
| High net worth individuals | 83 | $169.9M |
| Pension/profit sharing plans | 53 | $7.3M |
| Corporations/business entities | 3 | $1.9M |
States served
GA, IN, MI, NV, NC, OH, MO, TX, FL
All web addresses on file
- https://www.facebook.com/HowardBaileyFinancial/
- https://www.linkedin.com/company/howardbaileyfinancial
- https://www.youtube.com/c/RetirewithPurpose
- http://www.retirewithpurpose.com
- https://www.linkedin.com/showcase/the-purpose-based-retirement?trk=showcase-pages_org_title
- https://www.instagram.com/casey_weade/
- https://www.instagram.com/howardbaileyfinancial/
- https://twitter.com/caseyweade?lang=en
- https://www.facebook.com/CaseyWeadeOfficial
- https://www.linkedin.com/in/casey-b-weade/
- https://www.howardbailey.com
Official SEC filing: View on IAPD