Investment adviser · CRD 283097

FORTEM FINANCIAL, LLC

Investment adviser filing (IA)

PALM DESERT, CA, United States · Form ADV filed Mar 27, 2018

Regulatory AUM
$201M
Form ADV · Item 5.F
Client accounts
579
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

44801 VILLAGE COURT, SUITE 201
PALM DESERT, CA, 92260, United States

CRD 283097

Filing source

Form ADV 1196449 · Mar 27, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.