Isabel Gleason

Assuredpartners Investment Advisors

2 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Assuredpartners Investment Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

1,945 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$3.3B

Fee Structure

Location

39 N Duke Street, Lancaster, PA, 17602

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Isabel works as an insurance agent. The filing does not specify the time commitment.

Employment History

Current Registrations

Assuredpartners Investment Advisors

October 2023 - Present · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.