BIOS RESEARCH
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 163720
- Website
- www.biosres.com
- Fee structure
- Subscription Fees
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
Bios Research is structured as a limited liability company that presents itself primarily as a research and publication-oriented adviser serving institutional clients. The firm’s activity centers on producing subscription-based research and periodicals—its regulatory description lists publication of periodicals or newsletters as an advisory activity—rather than operating as a traditional asset-gathering wealth manager. Filings classify the business as unclassified and list an individual owner, and the firm does not identify itself as an active ESG investor, pension consultant, or capital allocator. At the same time, Bios Research reports industry roles that include acting as an investment adviser and sponsor, and serving as a GP or managing member of pooled investment vehicles, which signals capability to form or operate pooled funds alongside its research business.
Assets & Accounts
Investments & Alternatives
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 3AARON FLETCHER
Managing Partner & Co-FounderCRD 5103086
HOLLY FLETCHER
MemberCRD 6048492
ROBERT CHAIKLIN
Director of DevelopmentCRD 1188583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1751 River Run
- Time zone
- CT (UTC-6)
- Office locations
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