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Building 2GLOBAL RETIREMENT PARTNERS LLC

Map pinSAN RAFAEL, CA
Phone415-526-2753
NotebookSEC #801-80074
Total AUM
$169.6B
Employees
464
Clients
28,693

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4340 REDWOOD HIGHWAY
SUITE B-60
SAN RAFAEL
CA 94903
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-526-2753
Other Offices
193

ReceiptFinancials

Total AUM
$169.6B
Accounts
33,988
Discretionary
$55.2B
Accounts
25,800
Non-Discretionary
$114.4B
Accounts
8,188

ContactClients

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Individual Clients
11,380
AUM
$3.7B
HNW Individual Clients
5,960
AUM
$6.9B
Pension/Profit Sharing Plan Clients
11,120
AUM
$158.6B
Charitable Organization Clients
64
AUM
$134.1M
Corporation or Business Clients
169
AUM
$283.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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