RIA Intel›Advisers›California›FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC

Advisory

N·PALM DESERT, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$632M
1-Year AUM Growth
+20.7%
3-Year CAGR
+4.2%
Employees
6
Assets Under Management
Total AUM$632M
Discretionary AUM$627M
Non-Discretionary AUM$5M
Discretionary %99.2%
Total Clients317
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingDec 14, 2017
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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