GLOBAL RETIREMENT PARTNERS LLC

4340 Redwood Highway
Suite B-60
San Rafael, California 94903
Tel: 415-526-2753

About GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC, formally registered with the SEC as GLOBAL RETIREMENT PARTNERS LLC. The firm was established in 07/14/2014. They have over 194 offices throughout the country.

GLOBAL RETIREMENT PARTNERS LLC is a San Rafael, California based Financial Planning firm with nearly $140,720,840,748 assets under management, offering retirement planning & investment advisory services to 28908 clients. The firm is staffed with 505 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172011
SEC#	801-80074
Assets Managed by Firm	$140,720,840,748
No. of Clients	28908
No. of Advisors	505

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	28908	$140,720,840,748
Individuals (other than high net worth individuals)	8630	$1,822,060,339
High net worth individuals	4328	$3,844,162,199
Pension and profit sharing plans	9821	$134,788,726,065
Charitable organizations	53	$98,022,706
Corporations or other businesses	137	$167,869,439

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