Global Retirement Partners LLC

RIASEC RegisteredEst. 2014

Total AUM

$170B

Discretionary

$55.2B

33% of AUM

Avg account

$5M

Accounts

33,988

Employees

464

Advisory reps

490

Firm details

Headquarters: San Rafael, California
CRD number: 172011
Registered since: July 14, 2014
Website: www.grpfinancial.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans93.55%
HNWI4.04%
Individuals2.17%
Corporations / Businesses0.17%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Retirement Partners LLC is a privately held advisory firm organized as an LLC and registered with the SEC in 2014. It serves a mix of individual and family clients as well as institutional clients, offering financial planning and portfolio management across individual, small-business and institutional mandates. The firm also provides pension consulting and assists clients with selecting outside advisers. Compensation models include asset-based fees, hourly charges and flat fees. Global Retirement Partners does not describe itself as an active ESG investor. The firm was included on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Exchange Traded Equities1%
Other1%

Owners & executives

3 of 12

Trent Bryson
Chief Executive OfficerCRD 4079384
Robert Burkhart
President, CEOCRD 4991946
Cosmo Gould
Chief Compliance OfficerCRD 5033874

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Contacts

3 of 478

Angela Beidleman
Vice President, FinanceCRD 5677473
Mark Laughton
Senior Vice PresidentCRD 5736183
Torey Edwards
Investment Advisor RepresentativeCRD 5757080

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1,868

Active vs passive

$4.9B in ETFs

Passive

71%

$3.5B

Active

16%

$1.4B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)	State Street			$231M	2,632,322	4.73%

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Primary office

San Rafael, CA

Marin

Location

San Rafael, CA

Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Marin
Address: 4340 Redwood Hwy
Time zone: PT (UTC-8)
Office locations

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