Bailey & Co Securities, LLC

Overview

Bailey & Co Securities, LLC is organized as a limited liability company and has been SEC-registered since 2019. The firm is classified as an investment bank rather than a traditional registered investment adviser, and ownership is indicated as a combination of a domestic entity and individual ownership. Public filings identify the firm as a non–capital allocator and note it is not active on ESG mandates. Available records do not detail the firm's client segments, fee schedule, or specific advisory product lines. The firm is also characterized as not being a multi-state adviser, not a pension consultant, and not a related adviser to another registered entity.

Assets & Accounts

Location & Offices