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| Fortem Financial Group LLC
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|---|---|
| CRD # | 291662 |
| SEC # | 801-112300 |
| CIK # | 0001766509 |
| AUM | 631.9 M (2026-04-21) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 760-206-8500 |
| Address | 44801 Village Court 201 Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 20.2 | ||
| Denali Holding Inc | 20.2 | ||
| Nvidia Corp | 18.0 | ||
| Applied Materials Inc /DE | 14.0 | ||
| Lam Research Corp | 13.5 | ||
| Broadcom Inc | 12.3 | ||
| Tesla Motors Inc | 11.1 | ||
| Palantir Technologies Inc | 10.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.6 | ||
| Alphabet Inc | 9.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 63.2 |
| (b) Individuals (high net worth individuals) | 140 | 522.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 3 | 32.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 13.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 631.9 |
| By Discretionary | ||
| Discretionary | 1,023 | 626.7 |
| Non-Discretionary | 19 | 5.2 |
| Total | 1,042 | 631.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 631.9 | |
| Total | 1,042 | 631.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766509] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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