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Building 2VORTUS INVESTMENT ADVISORS, LLC

Map pinFORT WORTH, TX
Phone817-945-2400
NotebookSEC #801-100484
Total AUM
$411.7M
Employees
6
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
407 THROCKMORTON STREET
SUITE 560
FORT WORTH
TX 76102
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
817-945-2400

ReceiptFinancials

Total AUM
$411.7M
Accounts
6
Discretionary
$411.7M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$411.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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