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, New York, Pennsylvania, and Massachusetts (although they are present in other states as well).

Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, and individual and family services with revenues ranging from $23 million to $144 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:
MA, CA
Identified clients:
279
Avg client size:
$71 mil revenue
Median client size:
$37 mil revenue

Global Retirement Partners LLC client list

 NameTypeLocation
1Step Up For Students - Florida501(c)(3)Jacksonville, FL
2Combined Jewish Philanthropies of Greater Boston501(c)(3)Boston, MA
3Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
4Acdi / Voca501(c)(3)Washington, DC
5International Aids Vaccine Initiative (IAVI)501(c)(3)New York, NY
6Association of Public Health Laboratories501(c)(3)Bethesda, MD
7American National Standards Institute (ANSI)501(c)(3)New York, NY
8American Association for Cancer Research501(c)(3)Philadelphia, PA
9Truth Initiative501(c)(3)Washington, DC
10American Academy of Dermatology501(c)(3)Rosemont, IL
...and 269 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 Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Fidelity Investments Institutional, LPL Financial, JP Morgan Chase, US Bank, Capfinancial Partners, LLC, The Segal Company, Transamerica Retirement Solutions, and Adp.

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