CRD: 172011
Global Retirement Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2014
- Office Locations
- 213
Office Locations
About Global Retirement Partners LLC
Global Retirement Partners LLC is a California-based advisory firm serving both retail and institutional channels. The team provides financial planning alongside asset management, retirement plan guidance, tax, estate, and succession planning. Investment work emphasizes asset allocation and risk management using model portfolios and funds/ETFs, with platform integrations such as Envestnet and Pontera and custody through LPL Financial.
Reported data analysis
What the numbers show
Between October 20, 2025 and June 29, 2026, reported AUM increased 18.2%, from $143.4B to $169.6B.
Across 5 reported observations, AUM increased 58.3% between December 13, 2022 and June 29, 2026, from $107.1B to $169.6B.
Of the latest reported AUM, 32.6% is discretionary and 67.4% is non-discretionary.
The firm reports 442 advisory representatives and 29,491 clients, or 66.7 clients per representative. That equates to $5.8M in reported AUM per client.
The profile lists 213 reported office locations and 12 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
COSMO CHARLES GOULD
Chief Compliance Officer
- CRD
- #5033874
- Ownership
- Less than 5%
SCOTT CHRISTOPHER HAUPTMANN
EXECUTIVE VICE PRESIDENT, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RACHEL MARGARET ABU HAWILI
--
- CRD
- #5078576
Noel Adams
--
- CRD
- #4951603
Showing 2 of 487 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,229,750,894 | $2,140,688 |
| Non-Discretionary | $114,354,815,405 | $13,966,147 |
| Total | $169,584,566,299 | $4,989,542 |
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Separately Managed Accounts
SMA allocation detail is available
Global Retirement Partners LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Global Retirement Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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