Glass Retirement Strategies, Inc. (Bingham Farms)

Name: Glass Retirement Strategies, Inc.
Address: 30400 Telegraph Rd, Bingham Farms, MI, 48025
Telephone: 248 647-2822

Glass Retirement Strategies, Inc. is a pension cosultant based in Bingham Farms. It manages $23.81 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Michigan.

Glass Retirement Strategies provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glass Retirement Strategies: assets under management

The assets under management (AUM) of Glass Retirement Strategies, Inc. is $23.81 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glass Retirement Strategies, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Glass Retirement Strategies serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Glass Retirement Strategies is individuals with 28 clients and $18.79 million of assets under management. Among the 3 most similar advisory firms, Glass Retirement Strategies has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $23.81 million for 49 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Glass Retirement Strategies doesn't advise any private funds.

Careers at Glass Retirement Strategies, Inc.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Herbert Neil Glass	President / chief compliance officer / director	1 May 2009	75% - 100%	869821

Based in Bingham Farms

The principal office where Glass Retirement Strategies, Inc. performs its advisory services is located at 30400 Telegraph Rd, Bingham Farms, MI 48025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248 647-2822 or by fax 248 647-8543. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at glassretirement.com.