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THE Gleason Group, Inc.

Headquartered in PROSPECT, KY

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Firm Information

THE Gleason Group, Inc. is an investment advisor based in PROSPECT, KY with 5 investment advisor representatives. They manage $785,409,717 in regulatory assets under management, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They provide financial planning and portfolio management services for individuals.

THE Gleason Group, Inc.

9418 NORTON COMMONS BOULEVARD

PROSPECT, KY 40059

$785.41M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE GLEASON GROUP, INC. has a total of 1 branch locations across the country.
location

PROSPECT, KY

Advisors at THE Gleason Group, Inc.

View All 5 Advisors
Unclaimed
Lindsay Marie Manietta

RA

PROSPECT, KY

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Benjamin Joseph Doninger

CFP®, RA

PROSPECT, KY

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Andrea Nicole Gleason

RA

PROSPECT, KY

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Unclaimed
Gavin T. Gleason

RA

PROSPECT, KY

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Unclaimed
Ava Jackie Nivens

CFP®, RA

PROSPECT, KY

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Disclosures

There are no public disclosures for THE Gleason Group, Inc..

Frequently Asked Questions (7)

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