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| Howard Bailey Securities LLC
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| |
|---|---|
| CRD # | 282712 |
| SEC # | 801-114636 |
| CIK # | |
| AUM | $463.3 MM (2024-03-31) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Phone | 260-482-9559 |
| Address | 5916 Covington Rd Fort Wayne, IN 46804 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,277 | 299.6 |
| (b) Individuals (high net worth individuals) | 203 | 162.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,344 | 463.3 |
| By Discretionary | ||
| Discretionary | 4,071 | 431.7 |
| Non-Discretionary | 273 | 31.6 |
| Total | 4,344 | 463.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.3 | |
| Total | 4,344 | 463.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grand Jean Capital Management Inc
✚
|
CA | 0.5 |
|
Wedgewood Partners Inc
✚
|
MO | 0.5 |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 0.5 |
|
RL Evans Co Inc
✚
|
WA | 0.5 |
|
Sandbox Financial Partners LLC
✚
|
MD | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
Collaborative Wealth Management Inc
✚
|
FL | 0.5 |
|
5th Street Advisors LLC
✚
|
CT | 0.5 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.5 |
|
McDonald Financial Services LLC
✚
|
AL | 0.5 |