Bley Investment Group, Inc.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 26678
- Registered since
- August 30, 1990
- Website
- www.bleyinvestments.com
Firm profile
FINTRXOverview
Bley Investment Group, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered firm since 1990. The ownership is recorded as individual ownership and the firm is listed under a general "unclassified" designation rather than a more specific advisory category. The snapshot flags the firm as not serving as a capital allocator and not identifying as an active ESG investor. FINTRX does not provide detail on the firm's fee structure, client segments, or specific advisory lines of business. The record also notes the firm is not classified as a multistate adviser, not newly formed, not a pension consultant, and not designated as a related adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Laura Bley
Founder & Chief Investment OfficerCRD 839651

Lori Sarian
Managing Partner and Chief Compliance OfficerCRD 1870394
Contacts
3 of 7Shannon Plowman
Vice PresidentCRD 1489634
Callan Smith
Registered RepresentativeCRD 6006884

Paige Pierce
PartnerCRD 1395210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 6300 Ridglea Pl
- Time zone
- CT (UTC-6)
- Office locations
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