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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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