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 $148 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 | Trustees of the Smith College | 501(c)(3) | Northampton, MA | ||
| 3 | Combined Jewish Philanthropies of Greater Boston | 501(c)(3) | Boston, MA | ||
| 4 | Mount Holyoke College | 501(c)(3) | South Hadley, MA | ||
| 5 | Global Impact | 501(c)(3) | Washington, DC | ||
| 6 | Best Friends Animal Society | 501(c)(3) | Kanab, UT | ||
| 7 | American Association for Cancer Research | 501(c)(3) | Philadelphia, PA | ||
| 8 | New England Center for Children (NECC) | 501(c)(3) | Southborough, MA | ||
| 9 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 10 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| ... | and 392 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 Trowe Price, Merrill Lynch Pierce Fenner and Smith, Cpi Qualified Plan Consultants, Resources Investment Advisors, Inc., Great-West Life and Annuity Insurance Co., Usi Consulting Group, Reliance Trust Company, Mutual Of America Life Insurance Company, Nationwide, and National Financial Services.
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