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Casey Bailey Weade

HOWARD BAILEY SECURITIES, LLC·FORT WAYNE, Indiana
Unclaimed Profile
5916 COVINGTON RD, FORT WAYNE, IN 46804CRD# 5659151Firm CRD# 282712
01

About

Casey Bailey Weade is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with HOWARD BAILEY SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOWARD BAILEY SECURITIES, LLC
HOWARD BAILEY SECURITIES, LLC
AUM
$463M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at HOWARD BAILEY SECURITIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5659151
Firm CRD# 282712
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Bailey Weade offer?
Casey Bailey Weade specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Casey Bailey Weade's credentials?
Casey Bailey Weade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Bailey Weade located?
Casey Bailey Weade is based in FORT WAYNE, Indiana, working with HOWARD BAILEY SECURITIES, LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Casey Bailey Weade charge for services?
Casey Bailey Weade's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOWARD BAILEY SECURITIES, LLC?
HOWARD BAILEY SECURITIES, LLC has approximately 15 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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