Bios Research
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 163720
- Website
- www.biosres.com
- Fee structure
- Subscription Fees
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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