# FORTEM FINANCIAL, LLC

FORTEM FINANCIAL, LLC of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283097
- Type: SEC-registered investment adviser
- SEC file number: 801-107903
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283097/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283097/similar
- Related entities: https://search.stillhousedata.com/firm/283097/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283097

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.