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Building 2GLASS RETIREMENT STRATEGIES, INC.

Map pinWEST BLOOMFIELD, MI
Phone248 647-2822
NotebookSEC #801-80206
Total AUM
$20.1M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4405 PINEHURST DRIVE
WEST BLOOMFIELD
MI 48322-2264
United States
Operating Hours
11:00AM-4:30PM
Monday - Friday
Phone
248 647-2822

ReceiptFinancials

Total AUM
$20.1M
Accounts
11
Discretionary
$0
Accounts
0
Non-Discretionary
$20.1M
Accounts
11

ContactClients

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HNW Individual Clients
4
AUM
$1.2M
Pension/Profit Sharing Plan Clients
7
AUM
$18.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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