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 insurance broker‑dealer and advisory firm that has been SEC‑registered since 2014 and operates as a limited liability company. The firm serves individual and family clients as well as institutional accounts and offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Its fee model includes asset‑based fees, hourly charges, and fixed fees. Global Retirement Partners does not describe itself as an active ESG investor and is not listed as a multi‑state adviser in the snapshot data. The firm was named to FA Magazine’s Top RIA Firms list in 2020.
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
Pierre Movsessian
CEOCRD 2661447
Melissa Rodriguez-kirk
COOCRD 7832730
Cosmo Gould
Chief Compliance OfficerCRD 5033874
Contacts
3 of 464
Jenna Bredvik
Client Relationship ManagerCRD 7327592
Brandy Cumberledge
Vice President, Client RelationsCRD 4178481
Andre Ramirez
Investment Advisor RepresentativeCRD 5233648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,728Active vs passive
$4B in ETFs
72%
$2.9B
16%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $190M | 2,368,026 | 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
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