Fortem Financial Group, LLC

Fortem Financial Group, LLC (CRD# 291662) is a financial advisory firm headquartered in Palm Desert, CA. They manage $438,058,565 in 892 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
44801 Village Court #201, Palm Desert, CA 92260
https://www.linkedin.com/company/fortem-financial/
By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    892
    ACCOUNTS
  • Average Account Value
    $491,097
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OH, TX, WA

Financial Advisors at Fortem Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Amidei, financial advisor Palm Desert CA
Brian P. Amidei
CRD#: 2965820
44801 Village Court, Suite 201, Palm Desert, CA 92260

Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 26 years of experience in the finance industry.

2
Brett D'orlando, financial advisor Palm Desert CA
Brett C. D'orlando
CRD#: 4834120
44801 Village Court, Suite 201, Palm Desert, CA 92260

Brett D'orlando (CRD# 4834120) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.

3
Joseph Romano, financial advisor Palm Desert CA
Joseph G. Romano
CRD#: 4140354
44801 Village Court, Suite 201, Palm Desert, CA 92260

Joseph Romano (CRD# 4140354) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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