GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, California·17 registered advisors·CRD# 172011
SEC# 801-80074193415-526-2753
01

Firm Overview

AUM
$140.7B
Regulatory assets under management
Employees
505
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GLOBAL RETIREMENT PARTNERS LLC

17 registered advisors
Adam Sokolic
SAN RAFAEL, California
Barbara Jean Delaney
SAN RAFAEL, California
Chad James Larsen
SAN RAFAEL, California
Cosmo Charles Gould
SAN RAFAEL, California
David Michael Kulchar
SAN RAFAEL, California
Evangelia Kalivas
SAN RAFAEL, California
Geoffrey Robert White
SAN RAFAEL, California
James Houston Williams
SAN RAFAEL, California
Jeffrey Daniel Hamblen
SAN RAFAEL, California
Jeffrey Stuart Greenberg
SAN RAFAEL, California
Jennifer Marie Owen
SAN RAFAEL, California
John Mckenzie Clark
SAN RAFAEL, California
John Roger Prichard
SAN RAFAEL, California
Karen Elaine Campbell
SAN RAFAEL, California
Mark Douglas Temple
SAN RAFAEL, California
Russell Alan Frierson
SAN RAFAEL, California
Salvatore Stephen Zambito
SAN RAFAEL, California
05

Office Locations

SAN RAFAEL, California
17 advisors

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Data sourced from SEC Form ADV filings. GLOBAL RETIREMENT PARTNERS LLC (CRD# 172011) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.