Global Retirement Partners LLC is a large advisory firm based in San Rafael. It manages $40.11 billion of regulatory assets for 8,974 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states.
Global Retirement Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Global Retirement Partners LLC is $40.11 billion. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Global Retirement Partners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Houston Williams is pension and profit sharing plans with 3,490 clients and $38.55 billion of assets under management. Among the 9 most similar advisory firms, Global Retirement Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $40.11 billion for 8,974 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Global Retirement Partners doesn't advise any private funds.
The company employs 241 people that are either part- or full-time employees. 98 percent of the employees work as investment advisers or researchers. 236 employees are registered as investment adviser representatives with the state securities authorities.
There are 15 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Global Retirement Partners LLC is owned by Evangelia Kalivas. James Houston Williams has been acting as President since 1 Jul 2014. David Andrew Reich joined the executive team most recently as the President.
The principal office where Global Retirement Partners LLC performs its advisory services is located at 4340 Redwood Highway, San Rafael, CA 94903, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-526-2753 or by fax 415-492-1229. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.