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 $24 million to $148 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 | National Football League Players Association (NFLPA) | 501(c)(5) | Washington, DC | ||
| 5 | Acdi / Voca | 501(c)(3) | Washington, DC | ||
| 6 | Global Impact | 501(c)(3) | Washington, DC | ||
| 7 | Best Friends Animal Society | 501(c)(3) | Kanab, UT | ||
| 8 | Association of Public Health Laboratories | 501(c)(3) | Bethesda, MD | ||
| 9 | American Association for Cancer Research | 501(c)(3) | Philadelphia, PA | ||
| 10 | New England Center for Children (NECC) | 501(c)(3) | Southborough, MA | ||
| ... | and 411 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 Cigna, MML Investors Services, Milliman, Gallagher Benefit Services, Morgan Stanley Smith Barney, Charles Schwab and Co., Inc., Vanguard Energy Services LLC, American Funds, Morgan Stanley, and Onedigital Investment Advisors.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.