Gleason Group

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Gleason Group — overview

Assets Under Management

Type

Wealth Manager

Location

Prospect, KY, US

Alternative Asset Classes

-

About

Gleason Group is a wealth manager and registered investment advisor. It offers individuals management of investment portfolios, financial planning and consulting services on both discretionary and non-discretionary basis. Its clientele includes individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, banks, corporations and other business entities.

Gleason Group - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Compliance & Financial OfficerProspect, USGENGEN
Chief Investment Officer & Financial AdvisorProspect, USGEN
Director of Family Office ServicesProspect, USGEN
Director of Financial Planning & Financial AdvisorProspect, USGEN
Financial Advisor, Director of Retirement PlanningProspect, USGENGEN

Showing 5 of 6 known decision makers Gleason Group

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