Arete Research LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
128496
Registered since
April 29, 2004

Firm profile

FINTRX

Overview

Arete Research LLC is organized as a limited liability company and has been registered with the SEC since 2004. FINTRX classifies the firm as unclassified and records its ownership as involving both a foreign entity and an individual. The profile indicates that Arete Research is not designated as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser or pension consultant in the dataset. Fields that typically describe fee arrangements, client segments, business activities and advisory services are not supplied in the provided record. That absence of descriptive detail makes it difficult to characterize the firm’s client focus or operating model from the FINTRX snapshot alone.

Assets & Accounts

Location & Offices

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 11
  • Christopher O'connor

    Christopher O'connor

    SalesCRD 6074680

  • Allison Kraver

    Supervisory AnalystCRD 2672990

  • Francis Merrill

    Francis Merrill

    President, CCOCRD 4734216

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth