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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11
William Frankel
Supervisory AnalystCRD 1428152
Conor Macgillycuddy
Supervisory AnalystCRD 1843357

Bryan Earley
Managing DirectorCRD 4235261
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
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