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GLOBAL RETIREMENT PARTNERS LLC

SEC Form ADV profile.

Total regulatory AUM
$169,584,566,299
Discretionary
$55,229,750,894
Non-discretionary
$114,354,815,405

Firm details

CRD number
172011
SEC file number
801-80074
Main office
SAN RAFAEL, CA, United States
Employees
464
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.