Cause IQ vendor profile

Global Retirement Partners LLC


Global Retirement Partners LLC is a firm that provides financial advisor, consulting services, investment management, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).

Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $24 million to $133 million.

Previous legal names, trade names, or just variations of their name include: Global Retirement Partners; and Global Retirement Partners, LL.

Primary location:
San Rafael, CA
Clients in:
MA, CA
Identified clients:
401
Avg client size:
$67 mil revenue
Median client size:
$35 mil revenue

Global Retirement Partners LLC client list

  Name Type Location
1 Step Up For Students - Florida 501(c)(3) Jacksonville, FL
2 Trustees of the Smith College 501(c)(3) Northampton, MA
3 Combined Jewish Philanthropies of Greater Boston 501(c)(3) Boston, MA
4 Global Impact 501(c)(3) Washington, DC
5 Best Friends Animal Society 501(c)(3) Kanab, UT
6 Acdi / Voca 501(c)(3) Washington, DC
7 Make-A-Wish Foundation of America 501(c)(3) Phoenix, AZ
8 New England Center for Children (NECC) 501(c)(3) Southborough, MA
9 Association of Public Health Laboratories 501(c)(3) Bethesda, MD
10 Victor Community Support Services (VCSS) 501(c)(3) Chico, CA
... and 391 more Global Retirement Partners LLC not-for-profit tax-exempt clients identified by Cause IQ

Global Retirement Partners LLC competitors

Competitors to Global Retirement Partners LLC in the nonprofit sector include Capfinancial Partners, LLC, US Bank, Transamerica Retirement Solutions, JP Morgan Chase, Minnesota Life Insurance Company, Fidelity Investments Institutional, The Segal Company, LPL Financial, Adp, and Resources Investment Advisors, Inc..

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