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

Most Global Retirement Partners LLC clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $21 million to $145 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:
281
Avg client size:
$74 mil revenue
Median client size:
$35 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
3International Aids Vaccine Initiative (IAVI)501(c)(3)New York, NY
4Make-A-Wish Foundation of America501(c)(3)Phoenix, AZ
5Acdi / Voca501(c)(3)Washington, DC
6Association of Public Health Laboratories501(c)(3)Silver Spring, 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
10Innocence Project501(c)(3)New York, NY
...and 271 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., Ameriprise Financial Services, Capfinancial Partners, LLC, The Segal Company, US Bank, JP Morgan Chase, Adp, Fidelity Investments Institutional, Minnesota Life Insurance Company, and LPL Financial.

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