THE GLEASON GROUP, INC. of PROSPECT, KY is an SEC-registered investment adviser (CRD 175104). Regulatory assets under management: $1.6B.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Andrea Nicole Gleason | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER; TRUSTTEE | — |
| Gavin T Gleason | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| BERNSTEIN DANIEL ADAM | DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER | — |
| GLEASON ANDREA NICOLE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| GLEASON GAVIN T | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| Gavin T. Gleason | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |