FORTEM FINANCIAL GROUP, LLC
CRD #291662 SEC #801-112300 PALM DESERT, CA 760-206-8500
SEC Registered
Total AUM
$528.5M
Discretionary
$522.7M
Employees
10
Clients
101
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $528.5M | $522.7M | $5.9M | 10 | 0 |
| Oct 2025 | $528.5M | $522.7M | $5.9M | 10 | 0 |
| Apr 2025 | $528.5M | $522.7M | $5.9M | 10 | 0 |
| Mar 2025 | $528.5M | $522.7M | $5.9M | 10 | 0 |
| Feb 2025 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Nov 2024 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Aug 2024 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Apr 2024 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Apr 2024 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Mar 2024 | $438.1M | $432.2M | $5.9M | 8 | 0 |
| Feb 2024 | $394.8M | $390M | $4.8M | 7 | 0 |
| Jan 2024 | $394.8M | $390M | $4.8M | 7 | 0 |
| Nov 2023 | $394.8M | $390M | $4.8M | 7 | 0 |
| Oct 2023 | $394.8M | $390M | $4.8M | 7 | 0 |
| Oct 2023 | $394.8M | $390M | $4.8M | 7 | 0 |
| Sep 2023 | $394.8M | $390M | $4.8M | 7 | 0 |
| Sep 2023 | $394.8M | $390M | $4.8M | 7 | 0 |
| Sep 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Aug 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Aug 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Aug 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Jun 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Mar 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Mar 2023 | $394.8M | $390M | $4.8M | 6 | 0 |
| Jul 2022 | $467.3M | $447.7M | $19.6M | 6 | 0 |
| May 2022 | $467.3M | $447.7M | $19.6M | 6 | 0 |
| Mar 2022 | $467.3M | $447.7M | $19.6M | 6 | 0 |
| Sep 2021 | $317.4M | $311.5M | $5.9M | 5 | 0 |
| Mar 2021 | $317.4M | $311.5M | $5.9M | 5 | 0 |
| Jun 2020 | $288.8M | $283.1M | $5.7M | 5 | 0 |
| Jun 2020 | $288.8M | $283.1M | $5.7M | 5 | 0 |
| Apr 2020 | $288.8M | $283.1M | $5.7M | 5 | 0 |
| Mar 2020 | $288.8M | $283.1M | $5.7M | 5 | 0 |
| Mar 2019 | $243.7M | $237M | $6.8M | 5 | 0 |
| Oct 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Aug 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Aug 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Jul 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Apr 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Mar 2018 | $223.9M | $217.7M | $6.3M | 5 | 0 |
| Dec 2017 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$528.5M
Discretionary$522.7M
Non-Disc.$5.9M
Employees10
Clients0
DateOct 2025
Total AUM$528.5M
Discretionary$522.7M
Non-Disc.$5.9M
Employees10
Clients0
DateApr 2025
Total AUM$528.5M
Discretionary$522.7M
Non-Disc.$5.9M
Employees10
Clients0
DateMar 2025
Total AUM$528.5M
Discretionary$522.7M
Non-Disc.$5.9M
Employees10
Clients0
DateFeb 2025
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateNov 2024
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateAug 2024
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateApr 2024
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateApr 2024
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateMar 2024
Total AUM$438.1M
Discretionary$432.2M
Non-Disc.$5.9M
Employees8
Clients0
DateFeb 2024
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateJan 2024
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateNov 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateOct 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateOct 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateSep 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateSep 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees7
Clients0
DateSep 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateAug 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateAug 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateAug 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateJun 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateMar 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateMar 2023
Total AUM$394.8M
Discretionary$390M
Non-Disc.$4.8M
Employees6
Clients0
DateJul 2022
Total AUM$467.3M
Discretionary$447.7M
Non-Disc.$19.6M
Employees6
Clients0
DateMay 2022
Total AUM$467.3M
Discretionary$447.7M
Non-Disc.$19.6M
Employees6
Clients0
DateMar 2022
Total AUM$467.3M
Discretionary$447.7M
Non-Disc.$19.6M
Employees6
Clients0
DateSep 2021
Total AUM$317.4M
Discretionary$311.5M
Non-Disc.$5.9M
Employees5
Clients0
DateMar 2021
Total AUM$317.4M
Discretionary$311.5M
Non-Disc.$5.9M
Employees5
Clients0
DateJun 2020
Total AUM$288.8M
Discretionary$283.1M
Non-Disc.$5.7M
Employees5
Clients0
DateJun 2020
Total AUM$288.8M
Discretionary$283.1M
Non-Disc.$5.7M
Employees5
Clients0
DateApr 2020
Total AUM$288.8M
Discretionary$283.1M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2020
Total AUM$288.8M
Discretionary$283.1M
Non-Disc.$5.7M
Employees5
Clients0
DateMar 2019
Total AUM$243.7M
Discretionary$237M
Non-Disc.$6.8M
Employees5
Clients0
DateOct 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateAug 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateAug 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateJul 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateApr 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateMar 2018
Total AUM$223.9M
Discretionary$217.7M
Non-Disc.$6.3M
Employees5
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0