Arete Research LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 128496
- Registered since
- April 29, 2004
- Website
- www.arete.net
Firm profile
FINTRXOverview
Arete Research LLC is organized as a limited liability company and is registered with the SEC; its registration dates to 2004. Public registry fields list the firm's ownership as a combination of a foreign entity and an individual. The firm is recorded under a general/unclassified designation and is not flagged as a capital allocator. Registry indicators show Arete Research LLC does not identify as an active ESG investor, is not designated a multi-state adviser, and is not marked as a newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.
Assets & Accounts
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
Contacts
3 of 11
Christopher O'connor
SalesCRD 6074680
Allison Kraver
Supervisory AnalystCRD 2672990
Francis Merrill
President, CCOCRD 4734216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1309 Walmsley Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Apex Clearing Corporation
Broker-DealerDallas, TX
Hilltop Securities Inc.
Broker-DealerDallas, TX
Municipal Capital Markets Group, Inc.
Broker-DealerDallas, TX
BV Securities, LLC
Broker-DealerDallas, TX
Midland Securities, Ltd
Broker-DealerDallas, TX
Mitchell Energy Advisors, LLC
Broker-DealerDallas, TX