Overview
Assets Under Management: $438 million
Headquarters: PALM DESERT, CA
High-Net-Worth Clients: 126
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 892
Discretionary Accounts: 857
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 291662
Last Filing Date: 2025-02-25 00:00:00
Website: https://fortemfin.com