Fortem Financial, LLC

Fortem Financial, LLC (CRD# 283097) is a financial advisory firm headquartered in Palm Desert, CA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV

Financial Advisors at Fortem Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brett C. D'orlando
CRD#: 4834120
74-710 Highway 111, Suite 102, Palm Desert, CA 92260
93
Wealthminder
score

Brett D'orlando (CRD# 4834120) is an Investment Advisor Representative working at Fortem Financial, LLC in Palm Desert, CA and has over 12 years of experience in the finance industry.

2
Brian P. Amidei
CRD#: 2965820
74-710 Highway 111, Suite 102, Palm Desert, CA 92260
83
Wealthminder
score

Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.

3
Joseph G. Romano
CRD#: 4140354
74-710 Highway 111, Suite 102, Palm Desert, CA 92260
83
Wealthminder
score

Joseph Romano (CRD# 4140354) is an Investment Advisor Representative working at Fortem Financial, LLC in Palm Desert, CA and has over 16 years of experience in the finance industry.

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