Citigroup Global Markets Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 7059
- Registered since
- February 23, 1964
- Website
- www.citigroup.com
- Custodians
- PERSHING LLC, CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.05%
- Individuals17.04%
- Corporations / Businesses11.91%
- Pooled Investment Vehicles5.32%
- State / Municipal Government5.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Citigroup Global Markets Inc. operates as the broker-dealer and capital markets arm of a larger banking organization, providing execution, sales and a range of advisory services to both individual and institutional clients. The firm functions as an investment bank and bank broker-dealer and combines traditional brokerage services with registered advisory activities, including portfolio management for individuals, pooled vehicles and institutions, financial planning, pension consulting and selection-of-adviser services. It also performs market-facing roles such as futures commission merchant and registered security-based swap dealer, and it provides research, periodicals and pricing or ratings services. The firm reports using both percentage-of-AUM and fixed-fee billing models and identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities30%
- State & Local Bonds8%
- US Government Bonds7%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 34
Genaro Poulat
CROCRD 6002941

Tracey Fabricius
Chief Operating OfficerCRD 4885925

Kathryn Frevola
Managing Director, Chief Operating OfficerCRD 4957792
Contacts
3 of 6999
Brenda Crump
Supervisory PrincipalCRD 5641701

Justin Matarazzo
Financial PlannerCRD 5645668

Justin Grutzius
Private BankerCRD 5648783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 963Active vs passive
$40.7B in ETFs
97%
$39.6B
2%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $2.5B | 3,667,710 | 6.19% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 388 Greenwich St
- Time zone
- ET (UTC-5)
- Office locations
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