Refinitiv Global Markets Inc. is an adviser based in Boston. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Massachusetts and New York.
Refinitiv Global Markets provides publication of newsletters, market timing services, and creates yield curves for the tax-exempt bond market and provides market commentary and analysis. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Refinitiv Global Markets Inc. for their services and products based on subscription fees and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, other investment advisers, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. The largest group of clients of Refinitiv Global Markets is insurance companies with 18 clients and $0 of assets under management. Among the 5 most similar advisory firms, Refinitiv Global Markets has the highest percentage of insurance companies out of all clients.
67% of the firm’s clients are foreign persons or businesses.
Refinitiv Global Markets doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Refinitiv Global Markets Inc. performs its advisory services is located at 26 Thomson Place, Boston, MA 02210, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-856-2000. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at tm3.com.