Gleason is an investment advisor in Prospect with $797.16 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474017279
SEC advisor number
801-96195
FINRA CRD number
175104
AUM ?
$797.16 mm
(as of 16 Mar 22)
Accounts
830
(as of 16 Mar 22)
Employees
9
(5 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:30PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gleason, Andrea, Nicole | Chief Compliance Officer and Chief Financial Officer | 05/2015 | < 5% |
Gleason, Gavin, T. | Chief Executive Officer/president | 05/2015 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22