PPrivate Fund Data Log in Join · $37/mo

The Gleason Group, Inc.

● SEC registered since 2015CRD 175104SEC# 801-96195Prospect, KY
Export (members)
Reg. AUM
$973.9M
Employees
9
Accounts
1,023
Location
Prospect, KY

The Gleason Group, Inc. assets under management

The Gleason Group, Inc. is an SEC-registered investment adviser based in Prospect, KY. The firm has been registered since 2015. It reports $973.9 million in regulatory assets under management and employs 9 people.
www.instagram.com/gleasongroupView on SEC.gov ↗

The Gleason Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Andrea Nicole Gleason ControlChief Compliance Officer And Chief Financial OfficerUnder 5%2015
Gavin T. Gleason ControlChief Executive Officer/PresidentOver 75%2015

Frequently asked questions

How much does The Gleason Group, Inc. manage?

The Gleason Group, Inc. reports $973.9 million in regulatory assets under management on its Form ADV.

How many employees does The Gleason Group, Inc. have?

The Gleason Group, Inc. reports 9 employees.

Where is The Gleason Group, Inc. located?

The Gleason Group, Inc. is based in Prospect, KY and has been SEC-registered since 2015.

Does The Gleason Group, Inc. disclose fund performance?

The Gleason Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059
Phone(502) 882-7300
Fax(502) 882-7287
Office hours8:00a.m. - 5:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$934.4M
Non-discretionary$39.5M
Total (RAUM)$973.9M