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FORTEM FINANCIAL GROUP, LLC

EIN 82-3473446-financial services-Latest filing 2025
Plans
1
Retirement
1
$714K assets
Welfare
0
Participants
9
44801 VILLAGE COURT, SUITE 201 - PALM DESERT, CA 92260760-206-8500fortemfin.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$714K - 9 part

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Retirement#001

FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$714K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN401k$714K92025
Retirement plans
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