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Home > Retirement Planners > michigan > bingham farms > GLASS RETIREMENT STRATEGIES, INC.
GLASS RETIREMENT STRATEGIES, INC.
30400 Telegraph Rd
Suite 445
Bingham Farms, Michigan 48025-4541
Tel: 248 647-2822
About GLASS RETIREMENT STRATEGIES, INC.
GLASS RETIREMENT STRATEGIES, INC, formally registered with the SEC as GLASS RETIREMENT STRATEGIES, INC. The firm was established in 08/01/2014. They have over 2 offices throughout the country.
GLASS RETIREMENT STRATEGIES, INC. is a Bingham Farms, Michigan based Financial Planning firm with nearly $21,117,264 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172610 |
| SEC# | 801-80206 |
| Assets Managed by Firm | $21,117,264 |
| No. of Clients | 14 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $21,117,264 |
| High net worth individuals | 5 | $2,629,350 |
| Pension and profit sharing plans | 9 | $18,487,914 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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