Global Retirement Partners LLC
Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $140,720,840,748 in 28,908 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management140,721MILLION
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
Charles Epstein (CRD# 1017351) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 40 years of experience in the finance industry.
Steven Faggiolly (CRD# 4472943) is an Investment Advisor Representative working at Global Retirement Partners LLC in Redwood City, CA and has over 22 years of experience in the finance industry.
Michael Finnell (CRD# 1777460) is an Investment Advisor Representative working at Global Retirement Partners LLC in Moon Township, PA and has over 36 years of experience in the finance industry.
Ryan Finnell (CRD# 5994461) is an Investment Advisor Representative working at Global Retirement Partners LLC in Moon Township, PA and has over 6 years of experience in the finance industry.
Michael Flahaven (CRD# 1406938) is an Investment Advisor Representative working at Global Retirement Partners LLC in Northbrook, IL and has over 35 years of experience in the finance industry.
Philip Fogli (CRD# 1320549) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 39 years of experience in the finance industry.
Philip Fogli (CRD# 4400588) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Mark Forbes (CRD# 2302891) is an Investment Advisor Representative working at Global Retirement Partners LLC in Tulsa, OK and has over 31 years of experience in the finance industry.
Haswell Franklin (CRD# 1541542) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry.
James Franklin (CRD# 1745855) is an Investment Advisor Representative working at Global Retirement Partners LLC in Hunt Valley, MD and has over 36 years of experience in the finance industry.