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THE GLEASON GROUP, INC.
CRD 175104 · SEC 801-96195
9418 NORTON COMMONS BOULEVARD, SUITE 100, PROSPECT, KY, 40059, United States
Phone
(502) 882-7300
Fax
(502) 882-7287
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.61B
Discretionary AUM
$1.57B
Team
11 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $46.7M |
| High net worth individuals | 136 | $1.53B |
| Pension/profit sharing plans | 10 | $26.4M |
| Corporations/business entities | 4 | $8.9M |
States served
IL, IN, KY, OH, TN, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD