# Bailey & Associates Investment Management and Financial Planning

Bailey & Associates Investment Management and Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 110113
- **SEC file number:** 801-46654
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110113

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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