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Home > Retirement Planners > kentucky > prospect > THE GLEASON GROUP, INC.
THE GLEASON GROUP, INC.
9418 Norton Commons Boulevard
Suite 100
Prospect, Kentucky 40059
Tel: (502) 882-7300
About THE GLEASON GROUP, INC.
THE GLEASON GROUP, INC, formally registered with the SEC as THE GLEASON GROUP, INC. The firm was established in 05/05/2015. They have over 1 offices throughout the country.
THE GLEASON GROUP, INC. is a Prospect, Kentucky based Financial Planning firm with nearly $785,409,717 assets under management, offering retirement planning & investment advisory services to 946 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175104 |
| SEC# | 801-96195 |
| Assets Managed by Firm | $785,409,717 |
| No. of Clients | 946 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 946 | $785,409,717 |
| Individuals (other than high net worth individuals) | 140 | $49,662,947 |
| High net worth individuals | 104 | $699,037,931 |
| Pension and profit sharing plans | 11 | $22,118,744 |
| Corporations or other businesses | 5 | $14,590,095 |
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