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 organized as a limited liability company and is registered as an institutional registered investment adviser serving institutional clients. The firm is owned by an individual and operates on a subscription-fee basis rather than a traditional asset-fee model. Its advisory activity includes publication of periodicals or newsletters, which suggests a research- or content-driven element to client engagement. The firm is not identified as an active ESG investor and the record indicates it is not a multi-state adviser. It is not classified as a capital allocator. Reported industry roles include acting as another investment adviser and sponsor and serving as a general partner/managing member of pooled investment vehicles, implying involvement with sponsored funds in addition to advisory services.

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

    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