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Fortem Financial Group, LLC CRD 291662
$632M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
44801 Village Court #201, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2018-07-20 |
| CA | RA | APPROVED | 2018-02-09 |
Branch Locations
44801 Village Court Suite 201, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortem Financial, Llc | Palm Desert | CA | 07/2016 | 02/2018 |
| Fortem Financial Group, Llc | Palm Desert | CA | 02/2018 | Present |
BCD Capital Management, Inc. Owner Since 02/2021 Flow through entity for RIA and Insurance Compensation Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-03 |
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