GLASS RETIREMENT STRATEGIES, INC.

RIASEC RegisteredEst. 2014

Total AUM

$20.1M

Discretionary

0% of AUM

Avg account

$1.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WEST BLOOMFIELD, Michigan
CRD number: 172610
Registered since: August 1, 2014
Custodians: EMPOWER, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Commissions
Client types: Pension & Profit Sharing Plans93.83%
HNWI6.17%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Glass Retirement Strategies, Inc. is a small, privately owned advisory and insurance practice that focuses on retirement-related planning and pension consulting alongside individual and small-business portfolio management. The firm acts as a capital allocator, selecting third-party managers and funds for client portfolios rather than operating as a large discretionary manager. Its business mix blends advisory work with insurance brokerage and accounting services, and it delivers educational seminars and workshops as part of its client engagement. Fee arrangements include both percentage-of-AUM and commission-based components, reflecting the hybrid advisory/broker model. The client base spans high-net-worth individuals and families as well as institutional retirement clients. Regulatory registration dates to 2014, and the firm does not position itself as an active ESG investor or a multi-state adviser. Given the way assets are reported, much of the activity appears to be non-discretionary advice and pension consulting rather than large-scale discretionary portfolio management.