Global Retirement Partners LLC
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 172011
- Registered since
- July 14, 2014
- Website
- www.grpfinancial.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans93.55%
- HNWI4.04%
- Individuals2.17%
- Corporations / Businesses0.17%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Global Retirement Partners LLC is an SEC-registered limited liability company providing fee-based advisory and planning services to both individuals/families and institutional clients. Registered in 2014, the firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM, hourly charges and fixed fees. The firm reports industry relationships that include broker-dealer, insurance and pension consultant affiliations and does not identify as an active ESG investor. In 2020 the firm was recognized by FA Magazine on a Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Other1%
Owners & executives
3 of 12
Trent Bryson
Chief Executive OfficerCRD 4079384
Robert Burkhart
President, CEOCRD 4991946
Cosmo Gould
Chief Compliance OfficerCRD 5033874
Contacts
3 of 478
Angela Beidleman
Vice President, FinanceCRD 5677473
Mark Laughton
Senior Vice PresidentCRD 5736183
Torey Edwards
Investment Advisor RepresentativeCRD 5757080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,868Active vs passive
$4.9B in ETFs
71%
$3.5B
16%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $231M | 2,632,322 | 4.73% |
Location
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 4340 Redwood Hwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
RPA Financial, LLC
RIASan Rafael, CA
Ohana Advisors
RIASan Rafael, CA
Fiduciary Financial Group, LLC
RIASan Rafael, CA
Jocelyn Investment Management, LLC
RIASan Rafael, CA
HCM Wealth
RIASan Rafael, CA
Stonebridge Financial Group
RIASan Rafael, CA