Citigroup Global Markets Inc.

Overview

Citigroup Global Markets Inc. is the capital markets and broker-dealer arm within the Citi franchise, operating as a full-service investment bank and securities dealer. The firm serves both individual and institutional clients and combines execution and product distribution with advisory capabilities. It provides portfolio management and financial planning for individuals and small businesses, manages pooled investment vehicles and institutional mandates, and offers pension consulting, manager selection, and related advisory services. As a regulated market participant, it also operates as a futures commission merchant, CPO/CTA, and a registered security‑based swap dealer, and it sells a range of financial products. Consistent with large broker-dealers, Citigroup Global Markets charges a mix of asset-based and fixed fees and distributes research and periodic publications. The firm reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into some investment or stewardship activities. Its client mix spans retail wealth clients through institutional desks, reflecting the dual retail/institutional orientation of the business.

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Public Holdings

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Location & Offices