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. The firm is owned by an individual and is categorized in the dataset as "Unclassified." Available records indicate it is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not flagged as a multi-state adviser and is not a newly formed adviser. Public disclosures for the firm are sparse. The dataset contains no description of fee schedules, advisory services, target client segments, or specific investment strategies, and the firm has not provided detail on its activities or external affiliations.
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 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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