GLOBAL RETIREMENT PARTNERS LLC
Latest filing: May 14, 2025 (53 days ago)
AUM
$143,416,430,435
2% change vs. 1 year ago
34% change vs. 3 years ago
112% change vs. 5 years ago
10000% change vs. 10 years ago
Employee Count
448
-11% change vs. 1 year ago
11% change vs. 3 years ago
44% change vs. 5 years ago
421% change vs. 10 years ago
Main Office
SAN RAFAEL, CA
4340 REDWOOD HIGHWAY, SAN RAFAEL, CA, UNITED STATES, 94903
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $38.5 |
| Non-Discretionary | $104.9 |
| Total | $143.4 |
| Client | AUM |
|---|---|
| Retail | $8.1 |
| Pooled | $0.0 |
| Institutional | $135.4 |
| Total | $143.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 9,315 | $2.7 |
| Average Individual AUM | $290,513 | |
| HNW | 5,650 | $5.4 |
| Average HNW AUM | $947,448 | |
| Retail Total | 14,965 | $8.1 |
| Average Retail AUM | $538,537 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| LPL FINANCIAL LLC | BOSTON-MA-USA | $5.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $143.4 |
| Retail SMA AUM | $8.1 |
| Institutional SMA AUM | $135.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $1.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 98% | $140.5 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 1% | $1.4 |
| Total | 100% | $143.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TAYLOR ADVISORS, INC. | $16.0 | 119300 | |
| TCG ADVISORY SERVICES, LLC | $9.0 | 307956 | |
| RPA FINANCIAL, LLC | $8.0 | 294105 | |
| HUB INVESTMENT ADVISORS, INC | $2.1 | 164600 | |
| MILLENNIUM ADVISORY SERVICES, INC. | $0.7 | 116057 | |
| AWR INVESTMENT MANAGEMENT, LLC | $0.1 | 118538 | |
| HUB INTERNATIONAL LIMITED | $0.0 | - | |
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | $0.0 | broker-dealer | 150252 |
| TWD SECURITIES, LLC | $0.0 | broker-dealer | 143380 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
457 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHARLES KENNEDY | SAN RAFAEL | CA | S63|1996-04-10|S65|2002-04-15 | ||||||
| ELSIE CRISWELL | SAN RAFAEL | CA | S65|2012-04-23 | ||||||
| PHILIP FOGLI | SAN RAFAEL | CA | S63|1984-12-04|S65|1992-04-27 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| SAVANNAH WAFFIRD | SAN RAFAEL | CA | S65|2021-10-29 | ||||||
| MICHAEL FINNELL | SAN RAFAEL | CA | S63|1988-03-16|S65|1997-03-04 | ||||||
| GRANTHAM BUNTIN | SAN RAFAEL | CA | S63|2020-10-02|S65|2020-10-19 | ||||||
| BRENDON COSTA | SAN RAFAEL | CA | S63|1999-07-17|S65|2003-09-26 | ||||||
| KYLE BROWN | SAN RAFAEL | CA | S65|2022-03-31 | ||||||
| THOMAS MIRRA | SAN RAFAEL | CA | S63|1989-01-24|S65|2020-01-24 | ||||||
| DENNIS DUVAL | SAN RAFAEL | CA | S63|1992-07-02|S65|2010-09-01 | ||||||
| ELIZABETH REHBEHN | SAN RAFAEL | CA | S66|2023-04-24 | ||||||
| DAVID PITZ | SAN RAFAEL | CA | S63|2001-06-12|S65|2016-02-10 | ||||||
| JAMES WORRELL | SAN RAFAEL | CA | S63|1992-11-24|S65|2001-07-02 | ||||||
| GARRETT LEET | SAN RAFAEL | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| DAVID DE TAGYOS | SAN RAFAEL | CA | S63|2005-10-27|S65|2013-09-04 | ||||||
| JENNIFER COOPER | SAN RAFAEL | CA | S63|2000-11-11|S65|2023-05-25 | ||||||
| R NICHOLLS | SAN RAFAEL | CA | S63|2017-05-22|S65|2017-09-07 | ||||||
| CHRISTOPHER KEMPTON | SAN RAFAEL | CA | S63|1991-04-22|S65|2010-02-03 | ||||||
| CHRISTOPHER TARQUINIO | SAN RAFAEL | CA | S63|1994-02-16|S65|2003-10-24 | ||||||
| MATTHEW RIVERS | SAN RAFAEL | CA | S66|2010-05-10|S63|2020-09-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $143.4 | $0.0 | 0% | 448 | 0 | 0% |
| 2025-04-21 | $143.4 | $0.0 | 0% | 448 | 0 | 0% |
| 2024-04-02 | $140.7 | $2.7 | 2% | 505 | -57 | -11% |
| 2023-04-04 | $119.8 | $23.6 | 20% | 453 | -5 | -1% |
| 2022-04-01 | $107.1 | $36.3 | 34% | 402 | 46 | 11% |
| 2021-04-05 | $76.3 | $67.1 | 88% | 347 | 101 | 29% |
| 2020-04-01 | $67.7 | $75.7 | 112% | 312 | 136 | 44% |
| 2019-04-01 | $40.1 | $103.3 | 258% | 241 | 207 | 86% |
| 2018-04-02 | $33.0 | $110.4 | 335% | 197 | 251 | 127% |
| 2017-04-01 | $23.8 | $119.6 | 502% | 162 | 286 | 177% |
| 2016-04-01 | $18.1 | $125.3 | 692% | 119 | 329 | 276% |
| 2015-04-01 | $0.1 | $143.3 | 97462% | 86 | 362 | 421% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-09/16/2014, AL-09/11/2014, AR-09/11/2014, AZ-09/19/2014, CA-07/14/2014, CO-09/16/2014, CT-09/18/2014, DC-09/17/2014, DE-09/19/2014, FL-09/11/2014, GA-08/05/2014, HI-09/16/2014, IA-08/18/2016, ID-09/16/2014, IL-09/17/2014, IN-09/17/2014, KS-10/28/2014, KY-03/26/2015, LA-03/29/2019, MA-08/18/2014, MD-09/17/2014, ME-01/14/2015, MI-09/16/2014, MN-04/01/2016, MO-09/17/2014, MS-02/26/2020, MT-09/16/2014, NC-09/12/2016, NE-09/17/2014, NH-04/01/2015, NJ-09/08/2014, NM-10/28/2014, NV-09/19/2014, NY-08/05/2014, OH-09/16/2014, OK-04/29/2016, OR-09/16/2014, PA-09/17/2014, RI-12/08/2014, SC-08/18/2014, SD-03/26/2015, TN-09/11/2014, TX-09/16/2014, UT-03/31/2015, VA-09/17/2014, VI-07/15/2024, VT-05/13/2016, WA-09/16/2014, WI-09/16/2014, WV-09/17/2014, WY-08/07/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV