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Carl F. Bailey, Jr. (Danbury)


Carl F. Bailey, Jr. is a large advisory firm based in Danbury. It manages $90 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

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Carl F. Bailey, Jr provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carl F. Bailey, Jr: assets under management

The assets under management (AUM) of Carl F. Bailey, Jr. is $90 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts and $72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $321.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $321.43 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carl F. Bailey, Jr. for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danbury

The principal office where Carl F. Bailey, Jr. performs its advisory services is located at 83 Wooster Heights Road, Danbury, CT 06810, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-743-5040 or by fax 203-743-9374. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at baileyfinancialservices.com.


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