Ifr, Municipal Market Data

RIASEC RegisteredEst. 1998
Total AUM
Avg account
$0
Accounts
0
Employees
30
Advisory reps
8

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 registered with the SEC as an institutional registered investment adviser since 1998. The firm’s client focus is institutional, and its advisory offering centers on publication and information services — specifically the production of periodicals or newsletters — rather than traditional asset-management fee schedules. Fee arrangements are subscription- or fixed-fee based rather than percentage-of-assets, and the firm does not position itself as a capital allocator or pension consultant. It is not an active ESG investor, and it is not registered as a multi-state adviser. The firm also maintains an industry affiliation as a broker-dealer.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 8
  • Domenic Vonella

    Domenic Vonella

    PresidentCRD 6316847

  • Eric Schwartzman

    Eric Schwartzman

    DirectorCRD 7321804

  • Jonathan Alvarado Solano

    CRD 8312333

Unlock 5 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