# Glass Retirement Strategies, Inc.

> Glass Retirement Strategies, Inc. is an SEC-registered investment advisory firm in West Bloomfield, MI, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 172610
- Filed as: GLASS RETIREMENT STRATEGIES, INC.
- Also doing business as: GLASS RETIREMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Bloomfield, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172610
- AdvisorCensus page: https://advisorcensus.com/firm/glass-retirement-strategies-inc-west-bloomfield-mi-172610

## Quick answers

**How is Glass Retirement Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Glass Retirement Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is Glass Retirement Strategies, Inc. located?**
Glass Retirement Strategies, Inc.'s principal office is in West Bloomfield, MI, according to its Form ADV.

**Is Glass Retirement Strategies, Inc. registered with the SEC or a state?**
Glass Retirement Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172610.

**How much does Glass Retirement Strategies, Inc. manage?**
Glass Retirement Strategies, Inc. reports $20,083,665 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Glass Retirement Strategies, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Glass Retirement Strategies, Inc.: Regulatory assets under management: $19,718,491 in the October 2021 data and $20,083,665 in the October 2026 data, up 2%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Glass Retirement Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (7); high net worth individuals (4).

**Which custodians does Glass Retirement Strategies, Inc. use?**
Glass Retirement Strategies, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Glass Retirement Strategies, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172610

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- Empower
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $20,083,665
- Discretionary: $0
- Non-discretionary: $20,083,665

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 4 | $1,238,478 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $18,845,187 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- glassretirement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $19,718,491 | 2 | March 31, 2021 |
| October 2022 | $28,936,793 | 2 | March 31, 2022 |
| October 2023 | $21,164,914 | 2 | March 31, 2023 |
| October 2024 | $21,117,264 | 2 | March 29, 2024 |
| October 2025 | $18,601,279 | 2 | March 31, 2025 |
| October 2026 | $20,083,665 | 2 | March 31, 2026 |

Regulatory assets under management: $19,718,491 in the October 2021 data and $20,083,665 in the October 2026 data, up 2%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glass Retirement Strategies, Inc. (CRD 172610): Form ADV filing data as of October 2026.