GLEAN FINANCIAL, INC.
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 328986
- Website
- www.gleanfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals58.66%
- HNWI41.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Glean Financial, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. It serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm functions as a capital allocator and also conducts insurance brokerage activities. Its fees include asset‑based charges as well as hourly and other fee arrangements. Glean Financial does not identify as an ESG investor and is not multi‑state registered.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bret Robertson
Financial AdvisorCRD 7404239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 1301 Riverfront Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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