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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11Christopher 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
Mitchell Energy Advisors, LLC
Broker-DealerDallas, TX
Waterview Securities, Inc.
Broker-DealerDallas, TX
Municipal Capital Markets Group, Inc.
Broker-DealerDallas, TX
M&Co Securities LLC
Broker-DealerDallas, TX
BV Securities, LLC
Broker-DealerDallas, TX
Stonegate Capital Markets, Inc.
Broker-DealerDallas, TX