Fortem Financial is an investment advisor in Palm Desert with $467.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823473446
SEC advisor number
801-112300
FINRA CRD number
291662
AUM ?
$438.06 mm
(as of 9 Apr 24)
Accounts
892
(as of 9 Apr 24)
Employees
8
(5 investment advisory or research)
Address
Fortem Financial
44801 VILLAGE COURT #201
PALM DESERT
CA 92260
44801 VILLAGE COURT #201
PALM DESERT
CA 92260
Phone
760-206-8500
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22