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, New York, Pennsylvania, and Massachusetts (although they are present in other states as well).
Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, and individual and family services with revenues ranging from $24 million to $144 million.
Previous legal names, trade names, or just variations of their name include: Global Retirement Partners; and Global Retirement Partners, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Combined Jewish Philanthropies of Greater Boston | 501(c)(3) | Boston, MA | ||
| 3 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 4 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| 5 | International Aids Vaccine Initiative (IAVI) | 501(c)(3) | New York, NY | ||
| 6 | Association of Public Health Laboratories | 501(c)(3) | Bethesda, MD | ||
| 7 | American National Standards Institute (ANSI) | 501(c)(3) | New York, NY | ||
| 8 | American Association for Cancer Research | 501(c)(3) | Philadelphia, PA | ||
| 9 | Truth Initiative | 501(c)(3) | Washington, DC | ||
| 10 | American Academy of Dermatology | 501(c)(3) | Rosemont, IL | ||
| ... | and 268 more Global Retirement Partners LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Global Retirement Partners LLC in the nonprofit sector include Minnesota Life Insurance Company, Ameriprise Financial Services, US Bank, JP Morgan Chase, Fidelity Investments Institutional, The Segal Company, LPL Financial, Adp, Transamerica Retirement Solutions, and Capfinancial Partners, LLC.
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