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GLASS RETIREMENT STRATEGIES, INC.
CRD 172610 · SEC 801-80206
4405 PINEHURST DRIVE, WEST BLOOMFIELD, MI, 48322-2264, United States
Phone
248 647-2822
Fax
248 647-8543
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$20.1M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 24 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $1.2M |
| Pension/profit sharing plans | 7 | $18.8M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD