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).
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Total Assets Under Management107,120MILLION
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Total Number of Accounts19,922ACCOUNTS
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Average Account Value$5,376,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Marjory Blackmer (CRD# 4369576) is an Investment Advisor Representative working at Global Retirement Partners LLC in Shorewood, IL and has over 21 years of experience in the finance industry.
Rocke Blair (CRD# 2203059) is an Investment Advisor Representative working at Global Retirement Partners LLC in Miramar Beach, FL and has over 29 years of experience in the finance industry.
Wayne Boenig (CRD# 2717523) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has 1 year of experience in the finance industry. Wayne Boenig 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.
Kevin Bove (CRD# 6032129) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.
David Bradshaw (CRD# 6100447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 10 years of experience in the finance industry.
Nicholas Briggs (CRD# 6059289) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry.
Trevor Brody (CRD# 4753100) is an Investment Advisor Representative working at Global Retirement Partners LLC in Northbrook, IL and has over 16 years of experience in the finance industry.
Pamela Brooks (CRD# 4340018) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
John Brosnan (CRD# 4352755) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 21 years of experience in the finance industry.
Joseph Brummel (CRD# 2767675) is an Investment Advisor Representative working at Global Retirement Partners LLC in Prior Lake, MN and has over 26 years of experience in the finance industry.