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CRD#: 26678
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BLEY INVESTMENT GROUP, INC. is located at 6300 Ridglea Place Suite 519, Fort Worth, TX 76109-4911 and was first established at Dallas, Texas in 05/14/1990. After operating for 36 years, BLEY INVESTMENT GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BLEY INVESTMENT GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BLEY INVESTMENT GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BLEY INVESTMENT GROUP, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BLEY INVESTMENT GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BLEY INVESTMENT GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BLEY INVESTMENT GROUP, INC. Comes From

Understanding the Statistics for BLEY INVESTMENT GROUP, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
6300 Ridglea Place Suite 519, Fort Worth, TX 76109-4911
Mailing Address
6300 Ridglea Place Suite 508, Fort Worth, TX 76116
Firm Size
Small
Phone Number
(817) 732-2442
Established
Texas since 05/14/1990
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PIERCE, PAIGE WYMANPRESIDENT, CEO, FINOP1395210
BRIGGS, JONATHAN WILBORCHIEF COMPLIANCE OFFICER3215005

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BLEY INVESTMENT GROUP, INC.

EL

Edward Ronald Lara

Ron Lara
IAR
RR
CRD#: 302498
CFP®: Certified Financial Planner
Location:
Breckenridge, CO
Company:
PIERCE WEALTH PARTNERS, INC.
Disclosures:
Experience:
55 years
View Profile
PP

Paige Wyman Pierce

Paige Wyman Smith
IAR
RR
CRD#: 1395210
Location:
Fort Worth, TX 76116
Company:
PIERCE WEALTH PARTNERS, INC.
Disclosures:
Experience:
40 years
View Profile
SP

Shannon Maria Plowman

Shannon Maria Hunnewell, Shannon Plowman Potts
RR
CRD#: 1489634
Location:
Fort Worth, TX 76116
Company:
BLEY INVESTMENT GROUP, INC.
Disclosures:
Experience:
39 years
View Profile
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