THE GLEASON GROUP, INC.

PROSPECT, Kentucky·2 registered advisors·CRD# 175104
SEC# 801-961950(502) 882-7300
01

Firm Overview

AUM
$785M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at THE GLEASON GROUP, INC.

2 registered advisors
Andrea Nicole Gleason
PROSPECT, Kentucky
Gavin T. Gleason
PROSPECT, Kentucky
05

Office Locations

PROSPECT, Kentucky
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE GLEASON GROUP, INC. (CRD# 175104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.