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 has been SEC-registered as an investment adviser since 1990. Ownership is listed as individual; beyond that, FINTRX classifies the firm as unclassified and provides only limited operational detail. The database indicates the firm does not identify as an active ESG investor, is not registered as a multi-state adviser in FINTRX, and is not listed as a pension consultant or related adviser. The firm has not disclosed its core advisory activities, client segments, fee schedules, or specific investment mandates in the source record. FINTRX also shows no affiliations or listed business activities, so public-facing information about how the firm positions itself to clients and the types of services it delivers is minimal.
Assets & Accounts
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 2LAURA 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
Similar firms
SMH CAPITAL INVESTMENTS LLC
Broker-DealerFORT WORTH, TX
FIRST COMMAND BROKERAGE SERVICES, INC.
Broker-DealerFORT WORTH, TX
TPG CAPITAL BD, LLC
Broker-DealerFORT WORTH, TX
WESTMORELAND CAPITAL CORPORATION
Broker-DealerFORT WORTH, TX
WESTERN STRATEGIC ASSETS, L.L.C.
Broker-DealerFORT WORTH, TX
WILSON PARKER CONNALLY STEPHENSON INC
Broker-DealerFORT WORTH, TX