Updated:
Bailey & Associates Investment Management and Financial Planning
BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC is an SEC-registered investment adviser in COLUMBIA, SC. The firm manages $32 million in...
Bailey & Associates Investment Management and Financial Planning
BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC is an SEC-registered investment adviser in COLUMBIA, SC. The firm manages $32 million in regulatory assets on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Bailey & Associates provide?
Based on the firm's name and registration as an RIA, Bailey & Associates offers financial planning and investment management services to individual and family clients. Typical services include retirement planning, estate planning, tax strategy, and portfolio management.
Is Bailey & Associates a single family office?
No, Bailey & Associates is registered as a registered investment adviser (RIA), not a family office. It appears to serve a broader client base than a single-family office structure permits.
Does Bailey & Associates invest in alternative assets?
Public sources do not confirm any direct investments in alternative asset classes such as private equity, venture capital, or hedge funds. The firm's focus is likely on traditional securities portfolios and financial planning.
Who are the principals of Bailey & Associates?
The firm's principals are not publicly named in available records. Without a disclosed leadership team or website, identifying key team members is not possible from public information.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: