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Philip Arthur Gleason

RED OAK CAPITAL MANAGEMENT, INC.·CHICAGO, Illinois
RED OAK CAPITAL MANAGEMENT, INC.
190 S. LASALLE, CHICAGO, IL 60603CRD# 1259948Firm CRD# 284188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Arthur Gleason · CHICAGO, IL
Registration
CRD #1259948 · RED OAK CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Philip Arthur Gleason is a registered financial advisor based in CHICAGO, Illinois, affiliated with RED OAK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RED OAK CAPITAL MANAGEMENT, INC.
RED OAK CAPITAL MANAGEMENT, INC.
AUM
$85M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RED OAK CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1259948
Firm CRD# 284188
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Arthur Gleason offer?
Philip Arthur Gleason specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Philip Arthur Gleason's credentials?
Philip Arthur Gleason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Arthur Gleason located?
Philip Arthur Gleason is based in CHICAGO, Illinois, working with RED OAK CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Philip Arthur Gleason charge for services?
Philip Arthur Gleason's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED OAK CAPITAL MANAGEMENT, INC.?
RED OAK CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RED OAK CAPITAL MANAGEMENT, INC.

John Mccreary Susin
OAK BROOK, IL

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Research
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