Overview
Assets Under Management: $143.4 billion
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 5,650
Average Client Assets: $947,447
Frequently Asked Questions
GLOBAL RETIREMENT PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172011), GLOBAL RETIREMENT PARTNERS LLC is subject to fiduciary duty under federal law.
GLOBAL RETIREMENT PARTNERS LLC is headquartered in SAN RAFAEL, CA.
GLOBAL RETIREMENT PARTNERS LLC serves 5,650 high-net-worth clients according to their SEC filing dated August 20, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL RETIREMENT PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GLOBAL RETIREMENT PARTNERS LLC manages $143.4 billion in client assets according to their SEC filing dated August 20, 2025.
According to their SEC Form ADV, GLOBAL RETIREMENT PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5,650
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.73
Average High-Net-Worth Client Assets: $947,447
Total Client Accounts: 30,235
Discretionary Accounts: 23,010
Non-Discretionary Accounts: 7,225
Regulatory Filings
CRD Number: 172011
Filing ID: 2010895
Last Filing Date: 2025-08-20 18:16:00
Website: https://grpfinancial.com