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FORTEM FINANCIAL GROUP, LLC

Tel: 760-206-8500
44801 Village Court #201
Palm Desert, California  92260

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FORTEM FINANCIAL GROUP, LLC

FORTEM FINANCIAL GROUP, LLC is a Palm Desert, California based financial advisory firm with nearly $438,058,565 in assets under management and provides investment advisory services for 892 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTION

Firm CRD#:

291662

SEC#:

801-112300

No. of Clients:

892

Assets under Management

$438,058,565

No. of Advisors:

8

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