Allocator Index · CRD 175104

THE GLEASON GROUP, INC.

Prospect, KY · (502) 882-7300 · gleason-group.net

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

136

Other individuals

126

HNW assets

$1.53B

Total AUM

$1.61B

Employees

11

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.