SEC Form ADV

THE GLEASON GROUP, INC.

Firm profile: Gleason Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKY
$1.6B
Assets Under Management
1,109
Total Clients
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Registration Details

Accession
CRD-175104
Location
PROSPECT, KY
Filing Date
March 30, 2026
AUM
$1.6B
Total Clients
1,109
Amendment
No

About this Adviser

THE GLEASON GROUP, INC. is a registered investment adviser headquartered in PROSPECT, KY, managing approximately $1.6B in assets across 1,109 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.