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 has been SEC-registered as an investment adviser since 1990. Ownership is listed as individual; beyond that, FINTRX classifies the firm as unclassified and provides only limited operational detail. The database indicates the firm does not identify as an active ESG investor, is not registered as a multi-state adviser in FINTRX, and is not listed as a pension consultant or related adviser. The firm has not disclosed its core advisory activities, client segments, fee schedules, or specific investment mandates in the source record. FINTRX also shows no affiliations or listed business activities, so public-facing information about how the firm positions itself to clients and the types of services it delivers is minimal.

Assets & Accounts

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

    Founder & Chief Investment OfficerCRD 839651

  • 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

    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