GLEAN FINANCIAL, INC.

GLEAN FINANCIAL, INC. of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 328986). Regulatory assets under management: $20.4M.

Registration

• CRD: 328986
• Type: Registered investment adviser
• Location: 1301 RIVERFRONT PKWY,, CHATTANOOGA, TN, 37402
• Phone: (423) 708-4611
• Latest filing: 2026-05-11
• Regulatory AUM: $20.4M
• Discretionary AUM: $19.3M
• Non-discretionary AUM: $1.1M
• Clients: 2
• Accounts: 221

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328986 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search