G
CRD: 328986
Glean Financial, Inc.
Chattanooga, TN, 37402
4237084611
$20.4M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2024
- Office Locations
- 1
Office Locations
1301 Riverfront Pkwy, Suite 103 Chattanooga TN
About Glean Financial, Inc.
Glean Financial, Inc. is a Chattanooga-based RIA. The firm has been operating for 2 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$20.4M AVG AUM / ADVISOR
$258.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Oak Prime ember
Client Personas
Quantum delta
Investment Themes
Peak horizon Timber bridge
Investment Vehicles
Beacon
Services
Pathway quantum Frontier Beacon beacon Crest ridge Oak
Owner & Executives
Bret James Robertson
Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7404239
- Ownership
- 75% or more
(338) 566-1394
pathway.delta@vertexcapital.com
in linkedin.com/in/pioneer-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,300,000 | -- |
| Non-Discretionary | $1,090,000 | -- |
| Total | $20,390,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,390,000
Public Funds:
21.8% Equity - Exchange:
44.5% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $194,338,562 | 21.8% |
| Equity - Exchange | $396,700,275 | 44.5% |
| Cash | $300,422,456 | 33.7% |
| Total | $891,461,293 | 100.0% |