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 since 1990. FINTRX records the firm as owned by an individual and classifies it as Unclassified. The profile flags indicate the firm is not listed as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser; it is also not identified as a pension consultant or a related adviser. FINTRX does not supply descriptive details about the firm's advisory services, investment strategy, client segments, or fee arrangements, so those elements are not visible in the available dataset.
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 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
Similar firms
DOO Financial US, Inc.
Broker-DealerFort Worth, TX
Westmoreland Capital Corporation
Broker-DealerFort Worth, TX
Western Strategic Assets, L.L.C.
Broker-DealerFort Worth, TX
Signal Securities, Inc.
Broker-DealerFort Worth, TX
SMH Capital Investments LLC
Broker-DealerFort Worth, TX
Wilson Parker Connally Stephenson Inc
Broker-DealerFort Worth, TX