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 registered with the SEC; its registration dates to 2004. Public registry fields list the firm's ownership as a combination of a foreign entity and an individual. The firm is recorded under a general/unclassified designation and is not flagged as a capital allocator. Registry indicators show Arete Research LLC does not identify as an active ESG investor, is not designated a multi-state adviser, and is not marked as a newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Christopher O'connor

    Christopher O'connor

    SalesCRD 6074680

  • Allison Kraver

    Supervisory AnalystCRD 2672990

  • Francis Merrill

    Francis Merrill

    President, CCOCRD 4734216

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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