Menu
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...see more
Assets Under Mgmt
$615.81M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for The Gleason Group, Inc.
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.