Bley Investment Group, Inc.

Broker-DealerFINRA Member
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

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