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).
-
Total Assets Under Management140,721MILLION
-
Total Number of Accounts28,908ACCOUNTS
-
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
Joseph Cravotta (CRD# 4620273) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.
Elsie Criswell (CRD# 6001193) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mercer Island, WA and has over 12 years of experience in the finance industry.
Jeffrey Cullen (CRD# 4408760) is an Investment Advisor Representative working at Global Retirement Partners LLC in Shorewood, IL and has over 22 years of experience in the finance industry.
Stephen Cunha (CRD# 2442452) is an Investment Advisor Representative working at Global Retirement Partners LLC in Hampton, NH and has over 30 years of experience in the finance industry.
Taylor Dance (CRD# 5804940) 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.
Kelli Davis (CRD# 4794721) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 19 years of experience in the finance industry.
Cynthia Day (CRD# 2573393) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Lauderdale, FL and has over 7 years of experience in the finance industry.
Kenneth Day (CRD# 3234589) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Pamela De Sena (CRD# 7074963) 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.
David De Tagyos (CRD# 5029383) is an Investment Advisor Representative working at Global Retirement Partners LLC in Shorewood, IL and has over 18 years of experience in the finance industry.