Bley Investment Group, Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
26678
Registered since
August 30, 1990

Firm profile

FINTRX

Overview

Bley Investment Group, Inc. is organized as a corporation and has been SEC-registered since 1990. The firm is owned by an individual and is categorized in the dataset as "Unclassified." Available records indicate it is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not flagged as a multi-state adviser and is not a newly formed adviser. Public disclosures for the firm are sparse. The dataset contains no description of fee schedules, advisory services, target client segments, or specific investment strategies, and the firm has not provided detail on its activities or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Laura Bley

    Laura Bley

    Founder & Chief Investment OfficerCRD 839651

  • Lori Sarian

    Lori Sarian

    Managing Partner and Chief Compliance OfficerCRD 1870394

Contacts

3 of 7
  • Edward Lara

    Edward Lara

    Executive Vice PresidentCRD 302498

  • Paige Pierce

    Paige Pierce

    PartnerCRD 1395210

  • Carolie Smith

    Carolie Smith

    Executive Vice PresidentCRD 58109

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth