FORTEM FINANCIAL GROUP, LLC of PALM DESERT, CA is an SEC-registered investment adviser (CRD 291662). Regulatory assets under management: $631.9M.
Compensation: % of AUM, Hourly, Fixed, Commissions, Other.
Clients served: Individuals, High net worth, Other.
| 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 | — |