Glasfunds Securities, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
330074
Registered since
January 6, 2026

Firm profile

FINTRX

Overview

Glasfunds Securities, LLC is organized as a limited liability company and appears in regulatory records with an SEC registration year recorded as 2026. Ownership is identified as a mix of a domestic entity and an individual. The firm is classified as unclassified in the snapshot and is not flagged as a capital allocator. The record also indicates Glasfunds Securities is not an active ESG investor, is not registered as a multi-state adviser, and is not labeled a newly formed adviser. The publicly available snapshot includes only limited operational detail. There are no summary descriptions of the firm's advisory activities, target client segments, fee structure, or specific business lines in the supplied data, so its strategic positioning and service mix cannot be determined from this extract.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 8
  • Grace Ong

    Grace Ong

    DirectorCRD 6401102

  • Pascal Roche

    FinOpCRD 5920968

  • Daniel Feathers

    Daniel Feathers

    Executive DirectorCRD 6150370

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth