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 elementary and secondary schools with revenues ranging from $25 million to $162 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 | 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 | America Votes | 501(c)(4) | Washington, DC | ||
| 6 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 7 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 8 | Best Friends Animal Society | 501(c)(3) | Kanab, UT | ||
| 9 | Association of Public Health Laboratories | 501(c)(3) | Bethesda, MD | ||
| 10 | American Association for Cancer Research | 501(c)(3) | Philadelphia, PA | ||
| ... | and 409 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 Great-West Life and Annuity Insurance Co., Reliance Trust Company, National Financial Services, Trowe Price, Resources Investment Advisors, Inc., Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Nationwide, Mutual Of America Life Insurance Company, and Cpi Qualified Plan Consultants.
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