Glass Retirement Strategies, Inc.
● SEC registered since 2014CRD 172610SEC# 801-80206West Bloomfield, MI
Reg. AUM
$20.1M
Employees
2
Accounts
11
Location
West Bloomfield, MI
Glass Retirement Strategies, Inc. assets under management
Glass Retirement Strategies, Inc. operates as an SEC-registered investment adviser based in West Bloomfield, MI. The firm has been registered since 2014. It reports $20.1 million in regulatory assets under management and employs 2 people.
Glass Retirement Strategies, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herbert Neil Glass Control | President / Chief Compliance Officer / Director | Over 75% | 2009 |
Frequently asked questions
How much does Glass Retirement Strategies, Inc. manage?
Glass Retirement Strategies, Inc. reports $20.1 million in regulatory assets under management on its Form ADV.
How many employees does Glass Retirement Strategies, Inc. have?
Glass Retirement Strategies, Inc. reports 2 employees.
Where is Glass Retirement Strategies, Inc. located?
Glass Retirement Strategies, Inc. is based in West Bloomfield, MI and has been SEC-registered since 2014.
Does Glass Retirement Strategies, Inc. disclose fund performance?
Glass Retirement Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4405 Pinehurst Drive, West Bloomfield, MI 48322-2264 |
| Phone | 248 647-2822 |
| Fax | 248 647-8543 |
| Office hours | 11:00a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$20.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$20.1Mregulatory AUM
Discretionary $0Non-discretionary $20.1M