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FORTEM FINANCIAL GROUP, LLC
CRD 291662 · SEC 801-112300
44801 VILLAGE COURT #201, PALM DESERT, CA, 92260, United States
Phone
760-206-8500
Fax
760-206-8819
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$631.9M
Discretionary AUM
$626.7M
Team
10 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $63.2M |
| High net worth individuals | 140 | $522.0M |
| Pension/profit sharing plans | 2 | $400K |
| Charitable organizations | 3 | $32.7M |
| Corporations/business entities | 9 | $13.5M |
States served
AZ, CA, CO, ID, IL, KS, LA, NV, OH, OR, UT, WI, WA, TX, NH, FL
All web addresses on file
- https://instagram.com/fortemfin
- https://linkedin.com/company/fortem-loans-llc
- https://facebook.com/fortemloans
- https://www.fortemloans.com/
- HTTPS://WWW.FOCUSFINANCIALPARTNERS.COM
- https://www.linkedin.com/company/fortem-financial/
- https://www.x.com/focusfinancial
- HTTPS://WWW.FACEBOOK.COM/FORTEMFIN
- https://instagram.com/fortemloans
- HTTPS://WWW.FORTEMFIN.COM
- https://www.instagram.com/blaineatfortemloans/?hl=en
Official SEC filing: View on IAPD