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 New York (although they are present in other states as well).

Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities, hospitals, and individual and family services with revenues ranging from $23 million to $138 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
All locations:
Identified clients:
Avg client size:
$73 mil revenue
Median client size:
$35 mil revenue

Global Retirement Partners LLC client list

1Step Up For Students - Florida501(c)(3)Jacksonville, FL
2Trustees of the Smith College501(c)(3)Northampton, MA
3International Aids Vaccine Initiative (IAVI)501(c)(3)New York, NY
4Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
5Truth Initiative501(c)(3)Washington, DC
6Acdi / Voca501(c)(3)Washington, DC
7American Association for Cancer Research501(c)(3)Philadelphia, PA
8Innocence Project501(c)(3)New York, NY
9American Academy of Dermatology501(c)(3)Rosemont, IL
10Association of periOperative Registered Nurses (AORN)501(c)(6)Denver, CO
...and 218 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 Matrix Trust Company, Alerus Financial, N.a., Cambridge Associates, Fidelity, Raymond James and Associates, Kestra Advisory Services LLC, Marquette and Associates, Aon Consulting Inc, Wells Fargo Bank, and Manning and Napier.

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