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 appears in FINTRX as an SEC-registered firm since 1990. The ownership is recorded as individual ownership and the firm is listed under a general "unclassified" designation rather than a more specific advisory category. The snapshot flags the firm as not serving as a capital allocator and not identifying as an active ESG investor. FINTRX does not provide detail on the firm's fee structure, client segments, or specific advisory lines of business. The record also notes the firm is not classified as a multistate adviser, not newly formed, not a pension consultant, and not designated as a related adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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
  • Shannon Plowman

    Vice PresidentCRD 1489634

  • Callan Smith

    Registered RepresentativeCRD 6006884

  • Paige Pierce

    Paige Pierce

    PartnerCRD 1395210

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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