Active

THE GLEASON GROUP, INC.

Investment AdvicePROSPECT, KY

Assets Under Management

$973.9M

Total AUM

Donut chart: Discretionary 934.4M, Non-Discretionary 39.5M
Category	Value
Discretionary	934.4M
Non-Discretionary	39.5M

Adviser Information

Field	Value
CRD Number	175104
SEC Number	801-96195
Street Address	9418 NORTON COMMONS BOULEVARD
Street Address 2	SUITE 100
Location	PROSPECT, KY 40059
Country	United States
Phone	(502) 882-7300
Fax	(502) 882-7287
Total Employees	9
Business Types	insurance_broker

Client Count by Type (265 Total)

Horizontal bar chart: Individuals (other than H… 131, High Net Worth Individual… 119, Pension/Profit Sharing Pl… 10, Corporations/Businesses 5
Category	Value
Individuals (other than H…	131
High Net Worth Individual…	119
Pension/Profit Sharing Pl…	10
Corporations/Businesses	5

The Gleason Group, Inc., KY — Investment Adviser | BuildTrust