Fortem Financial Group LLC
Legal Name: FORTEM FINANCIAL GROUP, LLC
Full Contact Details
Fortem Financial Group LLC
44801 VILLAGE COURT #201, PALM DESERT, CA
760-206-8500
760-206-8819
Other Info
Fortem Financial Group LLC is a Delaware-based Limited Liability Company that primarily focuses on offering advisory services. With a team of 5 employees, it serves an unknown number of clients and has recently been approved and registered with the U.S. Securities and Exchange Commission in January 2018.
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MENU HomeYour Path To FreedomThe TeamPerspectivesAwardsContact client login THINK OF US AS YOUR FREEDOM FIGHTERS. Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first. Freedom isn't just a state of mind, it's p…
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Direct Owners
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BRETT CARLTON D'ORLANDO
CHIEF COMPLIANCE OFFICER owns less than 5%
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BRIAN PAUL AMIDEI
CHIEF EXECUTIVE OFFICER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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JOSEPH GIORGIO ROMANO
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more