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| Happy Holidays!! thanks for using AUM13F!! |
| Global Retirement Partners LLC
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| CRD # | 172011 |
| SEC # | 801-80074 |
| CIK # | 0001749744 |
| AUM | $143.4 B (2025-06-09) |
| Employees | 448 (97% Investors, 66% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001749744 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Gallagher Arthur J & Co | 0.2 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,315 | 2.7 |
| (b) Individuals (high net worth individuals) | 5,650 | 5.4 |
| (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 | 9,169 | 135.0 |
| (h) Charitable organizations | 55 | 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 | 151 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 30,235 | 143.4 |
| By Discretionary | ||
| Discretionary | 23,010 | 38.5 |
| Non-Discretionary | 7,225 | 104.9 |
| Total | 30,235 | 143.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.4 | |
| Total | 30,235 | 143.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001749744] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Global Retirement Partners LLC
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|
CA | 143.4 |
|
RPA Financial LLC
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|
CA | 8.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SBI Funds Management Limited
✚
|
174.9 | |
|
Payden & Rygel
✚
|
CA | 150.9 |
|
Insight North America LLC
✚
|
NY | 140.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 138.6 |
|
NEPC LLC
✚
|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Aperio Group LLC
✚
|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 |