Fortem Financial Group, LLC
● SEC registered since 2018CRD 291662SEC# 801-112300Palm Desert, CA
Reg. AUM
$631.9M
Employees
10
Accounts
1,042
Location
Palm Desert, CA
Fortem Financial Group, LLC assets under management
Fortem Financial Group, LLC operates as an SEC-registered investment adviser based in Palm Desert, CA. The firm has been registered since 2018. It reports $631.9 million in regulatory assets under management and employs 10 people.
Fortem Financial Group, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Carlton D'Orlando Control | Chief Compliance Officer | Under 5% | 2018 |
| Brian Paul Amidei Control | Chief Executive Officer | Under 5% | 2018 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2018 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fortem Financial Group, LLC manage?
Fortem Financial Group, LLC reports $631.9 million in regulatory assets under management on its Form ADV.
How many employees does Fortem Financial Group, LLC have?
Fortem Financial Group, LLC reports 10 employees.
Where is Fortem Financial Group, LLC located?
Fortem Financial Group, LLC is based in Palm Desert, CA and has been SEC-registered since 2018.
Does Fortem Financial Group, LLC disclose fund performance?
Fortem Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44801 Village Court #201, Palm Desert, CA 92260 |
| Phone | 760-206-8500 |
| Fax | 760-206-8819 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1766509 |
| Discloses disciplinary history | No |
Regulatory AUM
$631.9M▲ 44%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$631.9Mregulatory AUM
Discretionary $626.7MNon-discretionary $5.2M