Glasfunds Securities, LLC

Broker-DealerFINRA MemberEst. 2026
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 as having SEC registration in 2026. Ownership is reported as a combination of a domestic entity and an individual. The firm is flagged as "Unclassified" in the dataset and does not identify itself as a capital allocator. It also reports negative responses to several operational attributes: it does not self-identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not a related adviser. The source does not provide breakdowns of the firm's advisory or business activities, client segments, or fee structure, so Glasfunds Securities' investment focus and service model are not described in the available data.

Assets & Accounts

Location & Offices

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
  • Daniel Feathers

    Daniel Feathers

    Executive DirectorCRD 6150370

  • Mary Kelley

    Mary Kelley

    Senior AssociateCRD 6988131

  • Grace Ong

    Grace Ong

    DirectorCRD 6401102

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth