firm profile
Global Retirement Partners LLC
Overview
Global Retirement Partners LLC is an SEC registered investment adviser based in San Rafael, CA, registered since 2014. It reports $17B in assets under management across 33,988 accounts, with 464 employees. It has 458 investment adviser representatives.
- Reported AUM
- $17B
- Discretionary
- 33%
- Accounts
- 33,988
- Average account
- $5M
- Employees
- 464
- Advisory reps
- 458
- Registered since
- 2014
- Jurisdictions
- 52
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Scott Christopher Hauptmann President CRD 4773447
- Cosmo Charles Gould Chief Compliance Officer CRD 5033874
- Greg Lee Koleno Rpw Chief Operating Officer CRD 5629423
1 more executive officer, with direct contact details
Advisory reps 3 of 458
- Rachel M Abu Hawili Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5078576
- Noel Kipling Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4951603
- Justin Michael Ahner Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7375644
455 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4340 Redwood Hwy Ste B-60
San Rafael, CA 94903 - County
- Marin
- Metro area
- San Francisco-Oakland-Berkeley, CA
- Region
- West
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: grpfinancial.com
Every state, with registration dates
Similar firms near San Rafael
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- Ohana AdvisorsSan Rafael, CA$2.8B AUM
- Fiduciary Financial Group, LLCSan Rafael, CA$1.1B AUM
- Jocelyn Investment Management, LLCSan Rafael, CA$1B AUM
- HCM WealthSan Rafael, CA$942M AUM
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