BIOS RESEARCH

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
FORT WORTH, Texas
CRD number
163720
Fee structure
Subscription Fees
Services
Publication of Periodicals

Firm profile

FINTRX

Overview

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

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 3
  • AARON FLETCHER

    Managing Partner & Co-FounderCRD 5103086

  • HOLLY FLETCHER

    MemberCRD 6048492

  • ROBERT CHAIKLIN

    Director of DevelopmentCRD 1188583

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth