The Gleason Group, Inc.
The Gleason Group, Inc. (CRD# 175104) is a financial advisory firm headquartered in Prospect, KY. They manage $100,651,662 in 475 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts475ACCOUNTS
Average Account Value$211,898
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IN, KY, OH, TX
Gavin Gleason (CRD# 4464641) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 14 years of experience in the finance industry.
Andrea Gleason (CRD# 6492857) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has 1 year of experience in the finance industry.