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GLOBAL RETIREMENT PARTNERS LLC
CRD 172011 · SEC 801-80074
4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, 94903, United States
Phone
415-526-2753
Fax
415-492-1229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.58B
Discretionary AUM
$55.23B
Team
464 total employees; 442 advisory reps; 798 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11380 | $3.67B |
| High net worth individuals | 5960 | $6.85B |
| Pension/profit sharing plans | 11120 | $158.64B |
| Charitable organizations | 64 | $134.1M |
| Corporations/business entities | 169 | $283.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD