THE GLEASON GROUP, INC.
CRD #175104 SEC #801-96195 PROSPECT, KY (502) 882-7300
SEC Registered
Total AUM
$973.9M
Discretionary
$934.4M
Employees
9
Clients
251
Accounts
1,023
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, ANDREA, NICOLE | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| GLEASON, GAVIN, T. | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (8)
FL HI IL IN KY OH TN TX
Address
9418 NORTON COMMONS BOULEVARDSUITE 100
PROSPECT, KY 40059
United States
Phone: (502) 882-7300