Brian
Amidei
Fortem Financial Group, LLC
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About this Advisor
Brian Amidei is a financial advisor based in Palm Desert, California who has 5 years of industry experience. Amidei currently works for Fortem Financial Group, LLC. During their career, the advisor has held roles at Hightower Advisors, LLC, Hightower Securities, LLC, Fortem Financial Group, LLC and Fortem Financial, LLC. Amidei maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Fortem Financial Group, LLC is a firm based out of Palm Desert, CA. It has offices in two locations and a total of six advisors. It has $395 million in total assets among its 851 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 851 accounts, 40% belong to high-net-worth individuals who have at least $1 million in assets. Fortem Financial Group, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically depend on which services are offered. However, fees billed by Fortem Financial Group, LLC likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortem Financial Group, LLC Brokerage Details
$394,793,078
6
851
$463,917
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Brian Amidei Work History
Brian has been registered as a financial advisor for 5 years.*
Fortem Financial Group, LLC
Fortem Financial, LLC
Hightower Advisors, LLC
Hightower Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Amidei to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortem Financial Group, LLC
Palm Desert, CA
Palm Desert, CA
Palm Desert, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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