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Adam Sokolic

GLOBAL RETIREMENT PARTNERS LLC·SAN RAFAEL, California
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4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 5445751Firm CRD# 172011
01

About

Adam Sokolic is a registered financial advisor based in SAN RAFAEL, California, affiliated with GLOBAL RETIREMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GLOBAL RETIREMENT PARTNERS LLC
GLOBAL RETIREMENT PARTNERS LLC
AUM
$140.7B
Regulatory assets under management
Employees
505
Total firm employees
View all advisors at GLOBAL RETIREMENT PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5445751
Firm CRD# 172011
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Sokolic offer?
Adam Sokolic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Adam Sokolic's credentials?
Adam Sokolic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Sokolic located?
Adam Sokolic is based in SAN RAFAEL, California, working with GLOBAL RETIREMENT PARTNERS LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Adam Sokolic charge for services?
Adam Sokolic's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL RETIREMENT PARTNERS LLC?
GLOBAL RETIREMENT PARTNERS LLC has approximately 505 employees and manages $140.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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