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⚲
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| Global Retirement Partners LLC
✚
|
|
|---|---|
| CRD # | 172011 |
| SEC # | 801-80074 |
| CIK # | 0001749744 |
| AUM | $140.7 BB (2024-08-28) |
| Employees | 505 (98% Investors, 64% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AJG | 34.3 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,630 | 1.8 |
| (b) Individuals (high net worth individuals) | 4,328 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9,821 | 134.8 |
| (h) Charitable organizations | 53 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 137 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 28,908 | 140.7 |
| By Discretionary | ||
| Discretionary | 21,047 | 34.2 |
| Non-Discretionary | 7,861 | 106.5 |
| Total | 28,908 | 140.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.7 | |
| Total | 28,908 | 140.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001749744] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 140.7 |
|
RPA Financial LLC
✚
|
CA | 5.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
US Bancorp Asset Management Inc
✚
|
MN | 176.1 |
|
SBI Funds Management Limited
✚
|
156.6 | |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 154.2 |
|
Payden & Rygel
✚
|
CA | 142.3 |
|
Insight North America LLC
✚
|
NY | 136.7 |
|
Schroder Investment Management North America Inc
✚
|
NY | 135.4 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 105.4 |
|
Putnam Investment Management LLC
✚
|
MA | 97.9 |
|
Income Research & Management
✚
|
MA | 97.0 |
|
NFP Retirement Inc
✚
|
CA | 96.5 |