Bailey & Associates Investment Mgt. And Financial Planning LLC

Bailey & Associates Investment Mgt. And Financial Planning LLC (CRD# 110113) is a financial advisory firm headquartered in Columbia, SC. They manage $26,976,814 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1122 Lady Street, Suite 605, Columbia, SC 29201
http://www.bailey-advisers.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $207,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Bailey & Associates Investment Mgt. And Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Delton Bailey, financial advisor Columbia SC
Delton O. Bailey
CRD#: 4356511
1122 Lady Street Suite 605, Columbia, SC 29212

Delton Bailey (CRD# 4356511) is an Investment Advisor Representative working at Bailey & Associates Investment Mgt. And Financial Planning LLC in Columbia, SC and has 1 year of experience in the finance industry.

2
Patricia Bailey, financial advisor Columbia SC
Patricia (. Bailey
CRD#: 4499582
1122 Lady Street, Suite 605, Columbia, SC 29201

Patricia Bailey (CRD# 4499582) is an Investment Advisor Representative working at Bailey & Associates Investment Mgt. And Financial Planning LLC in Columbia, SC and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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