| Name | Title | Ownership | Since |
|---|---|---|---|
| Cosmo Charles Gould Control | Cco | Under 5% | 2018 |
| Geoffrey Robert White | Ceo, President | Under 5% | 2022 |
| Karen Elaine Campbell | Chief Analytics Officer | Under 5% | 2024 |
Global Retirement Partners LLC reports $14.3 million in regulatory assets under management on its Form ADV.
Global Retirement Partners LLC reports 448 employees.
Global Retirement Partners LLC is based in San Rafael, CA and has been SEC-registered since 2014.
Global Retirement Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903 |
| Phone | 415-526-2753 |
| Fax | 415-492-1229 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $38.53B |
| Non-discretionary | $10.5M |
| Total (RAUM) | $14.3M |