THE GLEASON GROUP, INC.
Prospect, Kentucky
The Gleason Group, Inc., a local investment advisory firm based out of Prospect, KY, is renowned for its expertise in financial management and investment strategies. With a team of nine dedicated professionals, including five experienced investment advisors, the firm offers comprehensive advisory services to a diverse client base. The Gleason Group manages a substantial portfolio of assets, averaging approximately $88,170,000 per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourl...
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Assets Under Mgmt

$615.81M

Investment Professionals

5

Locations

0

% 401K & Individual

9%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
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