IFR, MUNICIPAL MARKET DATA

RIASEC RegisteredEst. 1998
Total AUM
Avg account
$0
Accounts
0
Employees
30
Advisory reps
7

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
109120
Registered since
March 10, 1998
Fee structure
Subscription Fees, Fixed Fees
Services
Publication of Periodicals

Firm profile

FINTRX

Overview

Ifr, Municipal Market Data is organized as a corporation that serves institutional clients and is SEC-registered (since 1998). Its advisory activity is centered on publication of periodicals or newsletters, and its revenue model is driven by subscription and fixed fees rather than traditional asset-based fees. The firm is identified as a non–capital-allocating entity and does not describe itself as an active ESG investor, a multi-state adviser, or a pension consultant. Industry affiliation information lists a broker-dealer relationship. Ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • RACHNA PATEL

    Chief Compliance OfficerCRD 5656406

Contacts

3 of 6
  • DOMENIC VONELLA

    PresidentCRD 6316847

  • Eric Schwartzman

    DirectorCRD 7321804

  • Michael Peterson

    CRD 7969305

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
26 Thomson Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth