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, SEC-registered institutional RIA that combines advisory work with insurance brokerage and accounting services. The firm, organized as a corporation and owned by an individual, focuses on both individual and institutional clients and describes itself as a capital allocator. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and running educational seminars and workshops. Compensation is a mix of percentage-of-AUM fees and commissions. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser; its SEC registration began in 2014.