Brian
Amidei
Fortem Financial Group, LLC
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About this Advisor
Brian Amidei is a financial advisor based in Palm Desert, California, working with Fortem Financial Group, LLC. Brian has previously held positions at Hightower Advisors, LLC, Hightower Securities, LLC, Fortem Financial Group, LLC, and Fortem Financial, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Brian is part of Fortem Financial Group, LLC, which operates out of Palm Desert, California. The firm has 3 offices and 8 employees. The firm manages assets totaling $438.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fortem Financial Group, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
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Fortem Financial Group, LLC Brokerage Details
$438,058,565
8
892
$491,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Brian Amidei Work History
Fortem Financial Group, LLC
Fortem Financial, LLC
Hightower Advisors, LLC
Hightower Securities, LLC
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 6/19/2024. 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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