Global Retirement Partners LLC

Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $107,120,212,323 in 19,922 accounts and serve the financial needs of clients across 49 states (or territories).

Current Firm Details
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903
http://www.grpfinancial.com
By the Numbers
  • Total Assets Under Management
    107,120
    MILLION
  • Total Number of Accounts
    19,922
    ACCOUNTS
  • Average Account Value
    $5,376,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Global Retirement Partners LLC
Showing 11 - 20 of 363 top financial advisors.
11
Evan Avery, financial advisor San Rafael CA
Evan A. Avery
CRD#: 6665626
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry. Evan Avery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Andrea Badza, financial advisor Solon OH
Andrea M. Badza
CRD#: 2615898
30505 Bainbridge Road, Suite 201, Solon, OH 44139

Andrea Badza (CRD# 2615898) is an Investment Advisor Representative working at Global Retirement Partners LLC in Solon, OH and has 1 year of experience in the finance industry.

13
Kristi Baker, financial advisor Indianapolis IN
Kristi K. Baker
CRD#: 2407456
900 E. 96th Street, Suite 325, Indianapolis, IN 46240

Kristi Baker (CRD# 2407456) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 29 years of experience in the finance industry.

14
Jessica Ballin, financial advisor Edina MN
Jessica R. Ballin
CRD#: 3047715
7400 Metro Blvd., Suite 213, Edina, MN 55439

Jessica Ballin (CRD# 3047715) is an Investment Advisor Representative working at Global Retirement Partners LLC in Edina, MN and has over 22 years of experience in the finance industry.

15
Jessica Barba, financial advisor Fort Washington PA
Jessica J. Barba
CRD#: 5638514
451 S. Bethlehem Pike, Suite 100, Fort Washington, PA 19034

Jessica Barba (CRD# 5638514) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Washington, PA and has over 11 years of experience in the finance industry.

16
Luke Barnett, financial advisor Lisle IL
Luke S. Barnett
CRD#: 5792293
750 Warrenville Dr, Suite 400, Lisle, IL 60532

Luke Barnett (CRD# 5792293) is an Investment Advisor Representative working at Global Retirement Partners LLC in Lisle, IL and has over 12 years of experience in the finance industry.

17
Anthony Barone, financial advisor Pittsburgh PA
Anthony J. Barone
CRD#: 5313945
920 Fort Duquesne Blvd., Pittsburgh, PA 15222

Anthony Barone (CRD# 5313945) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.

18
James Bartoszewicz, financial advisor Pittsburgh PA
James J. Bartoszewicz
CRD#: 2801043
210 Sixth Ave., 30th Floor, Pittsburgh, PA 15222

James Bartoszewicz (CRD# 2801043) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 26 years of experience in the finance industry.

19
Steven Bartoszewicz, financial advisor San Rafael CA
Steven J. Bartoszewicz
CRD#: 6954652
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Steven Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 4 years of experience in the finance industry.

20
Christopher Basse, financial advisor Mansfield MA
Christopher J. Basse
CRD#: 2779580
15 Berkshire Road, Ste 3001, Mansfield, MA 02048

Christopher Basse (CRD# 2779580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mansfield, MA and has over 25 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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