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 that first registered with the SEC in 2004. Ownership is listed as a mix of a foreign entity and an individual, and the firm is classified in the dataset as "Unclassified." The public snapshot does not identify the firm's client segments, fee schedules, or specific advisory activities. Available disclosures indicate the firm is not classified as a capital allocator and does not identify itself as an active ESG investor. It is also not characterized as a multi-state registered adviser in the provided record. Several typical firm attributes (business lines, advisory focus, and related-adviser relationships) are either absent or not specified in the source material.

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
  • William Frankel

    William Frankel

    Supervisory AnalystCRD 1428152

  • Conor Macgillycuddy

    Supervisory AnalystCRD 1843357

  • Bryan Earley

    Bryan Earley

    Managing DirectorCRD 4235261

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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