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Home > Retirement Planners > california > palm desert > FORTEM FINANCIAL GROUP, LLC
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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