WEST BLOOMFIELD, MICRD 172610Latest ADV March 31, 2026
Glass Retirement Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Bloomfield, MI. Its latest Form ADV filing, dated March 31, 2026, reports $20M in regulatory assets under management, 2 employees, and 11 accounts.
Assets Under Management
$20M
Employees
2
Offices
--
Total Clients
11
Primary office
WEST BLOOMFIELD, MI
4405 PINEHURST DRIVE, WEST BLOOMFIELD, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 63.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
63.6%
7
2
HNWI
36.4%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$20M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$20M
Total Accounts11
10Y AUM Change+$1M (+5.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee6:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.