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Frank David Lamsens

VORTUS INVESTMENT ADVISORS, LLC·FORT WORTH, Texas
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407 THROCKMORTON STREET, FORT WORTH, TX 76102CRD# 5829143Firm CRD# 166178
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About

Frank David Lamsens is a registered financial advisor based in FORT WORTH, Texas, affiliated with VORTUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VORTUS INVESTMENT ADVISORS, LLC
VORTUS INVESTMENT ADVISORS, LLC
AUM
$828M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at VORTUS INVESTMENT ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5829143
Firm CRD# 166178
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frank David Lamsens offer?
Frank David Lamsens specializes in Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.
What are Frank David Lamsens's credentials?
Frank David Lamsens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank David Lamsens located?
Frank David Lamsens is based in FORT WORTH, Texas, working with VORTUS INVESTMENT ADVISORS, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Frank David Lamsens charge for services?
Frank David Lamsens's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VORTUS INVESTMENT ADVISORS, LLC?
VORTUS INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $828M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony James Loth — RAZ PROPERTY INVESTMENTS GP, LLCRyan William Horstman — VORTUS INVESTMENT ADVISORS, LLCCharles Collins Anderson — WINDGATE UC4K LLCKeith Frederick Williams — CRESTLINE MANAGEMENT, L.P.Smith Asher Brownlie — RAZ PROPERTY INVESTMENTS GP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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