LP Profile

Howard Bailey Securities

Also known as howard bailey securities

Wealth ManagerFort Wayne, United StatesFounded 2002
$583M
Assets Under Management
Fort Wayne
Headquarters
Investment Focus

About Howard Bailey Securities

Howard Bailey Securities, which operates as Howard Bailey Financial, is an independent retirement planning firm based in Fort Wayne, Indiana, founded in 2002. It reports about $583 million in assets and works with people who are at or near retirement or already retired. The firm builds custom retirement strategies intended to reduce risk, increase income and limit taxes, starting with the client's financial philosophy and the purpose of their money in retirement. Its process includes education, one-on-one meetings and a team planning approach, and it covers areas such as estate planning and investment management. It also publishes retirement guides and a weekly email newsletter.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Howard Bailey Securities from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$582.8M
Total Clients
4,056
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Howard Bailey Securities?

Howard Bailey Securities is a wealth manager based in Fort Wayne, United States, managing approximately $583M in assets.

Where is Howard Bailey Securities headquartered?

Howard Bailey Securities is headquartered in Fort Wayne, United States.

How much does Howard Bailey Securities manage?

Howard Bailey Securities manages approximately $583M in assets under management.

When was Howard Bailey Securities founded?

Howard Bailey Securities was founded in 2002.

How can I contact Howard Bailey Securities?

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