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 Massachusetts and California (although they are present in other states as well).
Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities, elementary and secondary schools, and individual and family services with revenues ranging from $25 million to $167 million.
Previous legal names, trade names, or just variations of their name include: Global Retirement Partners; Global Retirement Partners, LL; and Global Retirement Partners, LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Step Up For Students - Florida | 501(c)(3) | Jacksonville, FL | ||
| 2 | Smith College | 501(c)(3) | Northampton, MA | ||
| 3 | Combined Jewish Philanthropies of Greater Boston (CJP) | 501(c)(3) | Boston, MA | ||
| 4 | Global Impact | 501(c)(3) | Washington, DC | ||
| 5 | America Votes | 501(c)(4) | Washington, DC | ||
| 6 | Best Friends Animal Society | 501(c)(3) | Kanab, UT | ||
| 7 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 8 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 9 | Association of Public Health Laboratories | 501(c)(3) | Bethesda, MD | ||
| 10 | Make-A-Wish Foundation of America | 501(c)(3) | Phoenix, AZ | ||
| ... | and 407 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 Ubs Financial Services Inc, Vanguard Group, Inc., Fidelity Investments, Morgan Stanley Smith Barney LLC, Ascensus, TIAA, Newport Group, Inc., Empower Annuity Insurance Company, Pension Assurance LLP, and Oppenheimer.
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