Fortem Financial Group LLC
Legal Name: FORTEM FINANCIAL GROUP, LLC
Full Contact Details
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Fortem Financial Group LLC is legally known as FORTEM FINANCIAL GROUP, LLC. It is a DE Limited Liability Company. This firm has 5 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 25, 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 pe…
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