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GLASS RETIREMENT STRATEGIES, INC.
CRD 172610File 801-80206
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.