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 classifies the firm as "Unclassified" and identifies the ownership as individual. The profile flags the firm as not acting as a capital allocator, not serving as a pension consultant, and not an active ESG investor.
Assets & Accounts
Investments & Alternatives
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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