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GLEAN FINANCIAL, INC.
CRD 328986
1301 RIVERFRONT PKWY,, SUITE 103, CHATTANOOGA, TN, 37402, United States
Phone
(423) 708-4611
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.4M
Discretionary AUM
$19.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $12.0M |
| High net worth individuals | 17 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD