Investment adviser · CRD 291662
FORTEM FINANCIAL GROUP, LLC
Investment adviser filing (IA)
PALM DESERT, CA, United States · Form ADV filed Apr 21, 2026
- Regulatory AUM
- $632M Form ADV · Item 5.F
- Client accounts
- 1,042 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $522,041,775 | 82.6% |
| Individuals | 193 | $63,248,655 | 10.0% |
| Charities | 3 | $32,652,145 | 5.2% |
| Corporations & businesses | 9 | $13,543,218 | 2.1% |
| Retirement plans | Fewer than 5 | $400,091 | 0.1% |
Filing source
Form ADV 2096480 · Apr 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Apr 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
44801 VILLAGE COURT #201PALM DESERT, CA, 92260, United States
CRD 291662
Filing source
Form ADV 2096480 · Apr 21, 2026 · 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.