FORTEM FINANCIAL GROUP, LLC - Financial Advisor in California, Palm Desert

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

About FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC is a Palm Desert, California based financial advisory firm with nearly $438,058,565 in assets under management and provides investment advisory services for 892 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

291662

Firm SEC#:

801-112300

Assets Under Management:

$438,058,565

No. of Clients:

892

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

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

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