| 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 |
Fortem Financial Group, LLC reports $528.5 million in regulatory assets under management on its Form ADV.
Fortem Financial Group, LLC reports 10 employees.
Fortem Financial Group, LLC is based in Palm Desert, CA and has been SEC-registered since 2018.
Fortem Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $522.7M |
| Non-discretionary | $5.9M |
| Total (RAUM) | $528.5M |