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Building 2THE GLEASON GROUP, INC.

Map pinPROSPECT, KY
Phone(502) 882-7300
NotebookSEC #801-96195
Total AUM
$1.6B
Employees
11
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9418 NORTON COMMONS BOULEVARD
SUITE 100
PROSPECT
KY 40059
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(502) 882-7300

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,109
Discretionary
$1.6B
Accounts
1,000
Non-Discretionary
$38.5M
Accounts
109

ContactClients

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Individual Clients
126
AUM
$46.7M
HNW Individual Clients
136
AUM
$1.5B
Pension/Profit Sharing Plan Clients
10
AUM
$26.4M
Corporation or Business Clients
4
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYOHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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