This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-22-1998
- Office Locations
- 1
Office Locations
About THE Gladowsky Group
The Gladowsky Group provides integrated accounting, financial, and legal support for individuals and businesses, including tax planning/preparation, accounting and employee benefit plan services, and access to estate-planning relationships (trust/estate planning, probate, elder care, and real estate matters). Client focus includes business owners and entrepreneurs. Investment planning emphasizes asset allocation using vehicles such as ETFs, mutual funds, and fixed income, with custody through Pershing.
Reported data analysis
What the numbers show
Between February 24, 2025 and February 2, 2026, reported AUM increased 9.6%, from $180.5M to $197.8M.
Across 5 reported observations, AUM increased 16.2% between March 16, 2022 and February 2, 2026, from $170.2M to $197.8M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 298 clients, or 99.3 clients per representative. That equates to $663.8K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Gladowsky Group's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full THE Gladowsky Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON ROBERT GLADOWSKY
Chief Compliance Officer, Muni Principal
- CRD
- #2704419
- Ownership
- 75% or more
BARRY MICHAEL GLADOWSKY
Chief Financial Officer, DIRECTOR, Finop, Investment Advisor, Options Principal
- CRD
- #3054441
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ELLIOT JAY GLADOWSKY
Chairman
- CRD
- #2353631
RENEE MARIANI
--
- CRD
- #2588304
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $197,825,768 | $192,064 |
| Total | $197,825,768 | $192,064 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Gladowsky Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.