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GLOBAL RETIREMENT PARTNERS LLC
CRD 172011File 801-80074
APPROVED
Retail clients
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.58B
Top 10% of cohort (national)
Discretionary AUM
$55.23B
Non-discretionary $114.35B
Clients
28,693
33,988 accounts
Employees
464
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 14, 2014
- Principal office
- 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, 94903
- Phone
- 415-526-2753
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.58B
- Discretionary AUM
- $55.23B
- Non-discretionary AUM
- $114.35B
- Discretionary accounts
- 25,800
- Non-discretionary accounts
- 8,188
- Total accounts
- 33,988
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 169 | $283.2M |
| Charitable organizations | 64 | $134.1M |
| High net worth individuals | 5,960 | $6.85B |
| Pension and profit sharing plans | 11,120 | $158.64B |
| Individuals (other than high net worth individuals) | 11,380 | $3.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.