Glasfunds Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
330074
Registered since
January 6, 2026

Firm profile

FINTRX

Overview

Glasfunds Securities, LLC is organized as a limited liability company and is listed with an owner structure described as a combination of a domestic entity and an individual. The firm's classification in the dataset is "unclassified," and the available profile flags indicate it does not act as a capital allocator, does not identify as an ESG-active investor, and is not flagged as a multi-state or newly formed adviser. It is also not characterized as a pension consultant or a related adviser. The firm did not supply descriptive items commonly used to profile wealth managers: there are no entries for business activities, advisory services, client segments, or fee arrangements in the data set, and no industry awards or affiliations are recorded.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Grace Ong

    Grace Ong

    DirectorCRD 6401102

  • Pascal Roche

    FinOpCRD 5920968

  • Daniel Feathers

    Daniel Feathers

    Executive DirectorCRD 6150370

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth