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GLASS RETIREMENT STRATEGIES, INC.
CRD 172610File 801-80206
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $20.1M
Clients
11
11 accounts
Employees
2
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 1, 2014
- Principal office
- 4405 PINEHURST DRIVE, WEST BLOOMFIELD, MI, 48322-2264
- Phone
- 248 647-2822
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $20.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 11
- Total accounts
- 11
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $1.2M |
| Pension and profit sharing plans | 7 | $18.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 7 | 11 | increased by4 |
| Apr 1, 2026 | AUM | $18,601,279 | $20,083,665 | increased by$1,482,386 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 7 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $28,936,793 | $18,601,279 | decreased by$10,335,514 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Clients | 10 | 12 | increased by2 |
| Apr 1, 2022 | AUM | $19,718,491 | $28,936,793 | increased by$9,218,302 |
| Apr 1, 2022 | Accounts | 13 | 12 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLASS RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLASS RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.