Glass Retirement Strategies Inc

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Assets, Funds, Holdings

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Glass Retirement Strategies Inc
CRD #172610
SEC #801-80206
CIK #
AUM 20.1 M (2026-03-31)
Employees 2 (50% Investors, 0% Brokers)
Phone248-647-2822
Address4405 Pinehurst Drive
West Bloomfield, MI 48322-2264
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 1.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 18.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 11 20.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 11 20.1
Total 11 20.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 20.1
Total 11 20.1
Firm Profile (Form ADV)
Clients24
ServesInstitutional, Retail, Research
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