Global Retirement Partners LLC

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Assets, Funds, Holdings

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Global Retirement Partners LLC
CRD #172011
SEC #801-80074
CIK #
AUM $40.1 BB (17% Disc, 100% US)
Employees241 (98% Investors, 85% Brokers)
Phone415-526-2753
Address4340 Redwood Highway
San Rafael, CA 94903
Source [IAPD] [Website]
Total AUM ($BB)
45362718902010201320172021
Sector Holding Cap ($MM) Value ($MM)
AJG14,550.040.3
SPY10.4
IJH9.1
IEFA8.9
VTI8.6
IJR8.2
QQQ5.8
VCIT5.5
VOO5.1
VTV4.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02018201820192020
Related Firms State AUM ($BB)
Global Retirement Partners LLC
CA 40.1
RPA Financial LLC
CA 12.6
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