FORTEM FINANCIAL, LLC
FORTEM FINANCIAL, LLC of PALM DESERT, CA is an SEC-registered investment adviser (CRD 283097). Regulatory assets under management: $200.9M.
Registration
- CRD: 283097
- SEC file number: 801-107903
- Type: Registered investment adviser
- Location: 44801 VILLAGE COURT, SUITE 201, PALM DESERT, CA, 92260
- Phone: (760) 206-8500
- Latest filing: 2018-03-27
- Regulatory AUM: $200.9M
- Discretionary AUM: $193.9M
- Non-discretionary AUM: $7.0M
- Clients: 5
- Accounts: 579
Officers, owners & control persons (5)
| Name | Role | Location |
|---|
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| D'ORLANDO BRETT CARLTON | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| AMIDEI BRIAN PAUL | MEMBER | — |
| ROMANO JOSEPH G | MEMBER | — |
| ROMANO JOSEPH GIORGIO | MEMBER | — |
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