FORTEM FINANCIAL GROUP, LLC

PALM DESERT, California·3 registered advisors·CRD# 291662
SEC# 801-1123003760-206-8500
01

Firm Overview

AUM
$438M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FORTEM FINANCIAL GROUP, LLC

3 registered advisors
Brett Carlton D'orlando
PALM DESERT, California
Brian Paul Amidei
PALM DESERT, California
Joseph Giorgio Romano
PALM DESERT, California
05

Office Locations

PALM DESERT, California
3 advisors

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Data sourced from SEC Form ADV filings. FORTEM FINANCIAL GROUP, LLC (CRD# 291662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.