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GLOBAL RETIREMENT PARTNERS LLC

dba GLOBAL RETIREMENT PARTNERS LLC · CRD 172011 · Registered Investment Adviser

GLOBAL RETIREMENT PARTNERS LLC is a Registered Investment Adviser headquartered in SAN RAFAEL, CA. The firm reports $169,584,566,299 in regulatory assets under management across 33,988 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$55,229,750,894
Non-discretionary$114,354,815,405
Total RAUM$169,584,566,299
Accounts33,988

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 172011. adviserinfo.sec.gov/firm/summary/172011.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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