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 is listed in FINTRX as an SEC-registered adviser since 2004. Ownership is identified as a combination of a foreign entity and an individual. The dataset does not assign a specific investment classification to the firm; FINTRX records the firm as "unclassified." The profile indicates a narrow regulatory and service footprint: Arete Research is not flagged as a capital allocator, is not identified as an active ESG investor, and is not marked as a multi-state adviser. It also does not appear as a newly formed adviser, a pension consultant, or a related adviser according to the FINTRX fields provided.

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

    SalesCRD 6074680

  • Allison Kraver

    Supervisory AnalystCRD 2672990

  • FRANCIS MERRILL

    SalesCRD 4734216

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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