FORTEM FINANCIAL GROUP, LLC

44801 Village Court #201
Palm Desert, California 92260
Tel: 760-206-8500

About FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC, formally registered with the SEC as FORTEM FINANCIAL GROUP, LLC. The firm was established in 01/25/2018. They have over 4 offices throughout the country.

FORTEM FINANCIAL GROUP, LLC is a Palm Desert, California based Financial Planning firm with nearly $438,058,565 assets under management, offering retirement planning & investment advisory services to 892 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291662
SEC#	801-112300
Assets Managed by Firm	$438,058,565
No. of Clients	892
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	892	$438,058,565
Individuals (other than high net worth individuals)	164	$43,929,779
High net worth individuals	114	$363,554,904
Pension and profit sharing plans	1	$52,500
Charitable organizations	10	$19,517,709
Corporations or other businesses	11	$11,003,673

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