# FORTEM FINANCIAL GROUP, LLC

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

## Registration

- CRD: 291662
- Type: SEC-registered investment adviser
- SEC file number: 801-112300
- Location: 44801 VILLAGE COURT #201, PALM DESERT, CA, 92260
- Phone: 760-206-8500
- Latest filing: 2026-04-21
- Regulatory AUM: $631.9M
- Discretionary AUM: $626.7M
- Non-discretionary AUM: $5.2M
- Clients: 10
- Accounts: 1,042

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brian Paul Amidei | CHIEF EXECUTIVE OFFICER | — |
| Joseph Giorgio Romano | CHIEF OPERATING OFFICER | — |
| Brett Carlton D'Orlando | CHIEF COMPLIANCE OFFICER | — |
| D'ORLANDO BRETT CARLTON | CHIEF COMPLIANCE OFFICER | — |
| AMIDEI BRIAN PAUL | CHIEF EXECUTIVE OFFICER | — |
| ROMANO JOSEPH GIORGIO | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291662/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291662/similar
- Related entities: https://search.stillhousedata.com/firm/291662/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291662

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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.