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 a corporation controlled by an individual owner. Public records on the firm are minimal: it has not disclosed its investment strategy, fee schedule, client mix, or most advisory activities in the sources reviewed. The firm is not identified as an active ESG investor and is not recorded as a capital allocator or as a pension consultant. Several advisor-level designations in the snapshot are flagged as "no" (for example, multi-state adviser and related adviser), reflecting limited reported affiliations and regulatory designations.
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 7
Edward Lara
Executive Vice PresidentCRD 302498

Paige Pierce
PartnerCRD 1395210

Carolie Smith
Executive Vice PresidentCRD 58109
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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