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
James Bartoszewicz (CRD# 2801043) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 27 years of experience in the finance industry.
Steven Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
Christopher Basse (CRD# 2779580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mansfield, MA and has over 26 years of experience in the finance industry.
Marc Beausoleil (CRD# 5138965) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.
Leonard Beers (CRD# 6500053) is an Investment Advisor Representative working at Global Retirement Partners LLC in Coral Springs, FL and has over 8 years of experience in the finance industry.
John Beh (CRD# 1787942) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 29 years of experience in the finance industry.
Tiffany Benigni (CRD# 5966269) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 11 years of experience in the finance industry.
Douglas Bermudez (CRD# 2613381) is an Investment Advisor Representative working at Global Retirement Partners LLC in Palos Verdes, CA and has over 14 years of experience in the finance industry.
Mary Bernini (CRD# 2384221) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cranberry Township, PA and has over 30 years of experience in the finance industry.
Keith Berry (CRD# 2979766) is an Investment Advisor Representative working at Global Retirement Partners LLC in Wauwatosa, WI and has over 25 years of experience in the finance industry.