THE GLEASON GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,608,980,758
Discretionary
$1,570,437,335
Non-discretionary
$38,543,423
Firm details
- CRD number
- 175104
- SEC file number
- 801-96195
- Main office
- PROSPECT, KY, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.