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Building 2FORTEM FINANCIAL, LLC

Map pinPALM DESERT, CA
Phone(760) 206-8500
NotebookSEC #801-107903
Total AUM
$200.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44801 VILLAGE COURT
SUITE 201
PALM DESERT
CA 92260
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
(760) 206-8500

ReceiptFinancials

Total AUM
$200.9M
Accounts
579
Discretionary
$193.9M
Accounts
502
Non-Discretionary
$7M
Accounts
77

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANV

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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