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Joseph Giorgio Romano

FORTEM FINANCIAL GROUP, LLC·PALM DESERT, California
Unclaimed Profile
44801 VILLAGE COURT #201, PALM DESERT, CA 92260CRD# 4140354Firm CRD# 291662
01

About

Joseph Giorgio Romano is a registered financial advisor based in PALM DESERT, California, affiliated with FORTEM FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTEM FINANCIAL GROUP, LLC
FORTEM FINANCIAL GROUP, LLC
AUM
$438M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FORTEM FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 4140354
Firm CRD# 291662
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Giorgio Romano offer?
Joseph Giorgio Romano specializes in Financial Planning, Investment Management. Contact their office in PALM DESERT, California for a consultation.
What are Joseph Giorgio Romano's credentials?
Joseph Giorgio Romano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Giorgio Romano located?
Joseph Giorgio Romano is based in PALM DESERT, California, working with FORTEM FINANCIAL GROUP, LLC. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.
How does Joseph Giorgio Romano charge for services?
Joseph Giorgio Romano's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: rev. sharing w/ frs and on eligible credit & cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTEM FINANCIAL GROUP, LLC?
FORTEM FINANCIAL GROUP, LLC has approximately 8 employees and manages $438M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John N. Wong — INTEGRATED WEALTH MANAGEMENT, INC.Ryan Thomas Delaney — INTEGRATED WEALTH MANAGEMENT, INC.Erik Rudy Mora — INTEGRATED WEALTH MANAGEMENT, INC.Marc Edelman Koven — CYPRESS WEALTH SERVICES, LLCJames Michael Casey — INTEGRATED WEALTH MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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