Fortem Financial Group, LLC

Registered In: California
Incorporation Date: 01/24/2018
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Limited Liability Company - Out of State
Status: Active
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C T Corporation System Registered 1505 Agent	28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Focus Operating, Llc Manager	875 3RD AVE FL 28TH, NEW YORK, NY 10022 (View Past Addresses)
J. Russell Mcgranahan Manager	875 3RD AVE FL 28TH, NEW YORK, NY 10022 (View Past Addresses)

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875 3RD AVE FL 28TH, NEW YORK, NY 10022 View Map

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Financial Information for Fortem Financial Group, LLC

Form 5500

FORTEM FINANCIAL GROUP, LLC

44801 Village Court Suite 201, Palm Desert, Ca 92260 (760) 206-8500 EIN:82-3473446 Plan Admin:Joseph Romano, III

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$348,842 / $470,528	2023	FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$348,842 / $470,528
2022	Plan NameFORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$380,377 / $348,842	2022	FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$380,377 / $348,842
2021	Plan NameFORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$300,565 / $380,377	2021	FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 6	$300,565 / $380,377
2020	Plan NameFORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$227,063 / $300,565	2020	FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$227,063 / $300,565
2019	Plan NameFORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$136,367 / $227,063	2019	FORTEM FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$136,367 / $227,063

Benefit & Retirement Plans based on Form 5500.

Person/Address Match:Focus Operating Llc -

Buckingham Strategic Partners, LLC Registered in West Virginia	Charleston, WV New York, NY	View Report
Strategic Point Insurance Services, LLC. Registered in Rhode Island	East Providence, RI New York, NY	View Report
Ancora Holdings Group, LLC Registered in Florida	New York, NY	View Report
Focus Treasury & Credit Solutions, LLC Registered in Florida	New York, NY	View Report
Focus Treasury & Credit Solutions, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Foster Dykema Cabot & Partners, LLC Registered in California	New York, NY (1 more)	View Report
Fourthought Financial Partners, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Joel Isaacson & Co., LLC Registered in California	New York, NY (1 more)	View Report
Octogone Na, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Origin Investments Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Sapient Private Wealth Management Registered in Oregon	New York, NY	View Report
Tmd Insurance Services, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Ullmann Wealth Partners Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Origin Investments Group, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Qcm, LLC Registered in California	Corte Madera, CA Glendale, CA (1 more)	View Report
Focus Risk Solutions, LLC Registered in Alaska	New York, NY	View Report
Gw & Wade, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Atlas Risk Management, LLC Registered in California	New York, NY (1 more)	View Report
Hc Insurance Services, LLC Registered in California	New York, NY (1 more)	View Report
Strategic Point Investment Advisors, LLC Registered in Connecticut	New York, NY Wilmington, DE	View Report

Address Match:875 3rd Ave Fl 28th New York, NY

Ancora Insurance Solutions LLC Registered in West Virginia	Charleston, WV New York, NY (1 more)	View Report
Acorn Insurance Agency, Inc. Registered in Massachusetts	New York, NY North Andover, MA (1 more)	View Report
Atlas Private Wealth Management, LLC Registered in Vermont	Jeffersonville, VT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Focus Risk Solutions, LLC Registered in Arizona	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Vermont	New York, NY	View Report
One Charles Group Insurance Services, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Xml Securities, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Xml Securities, LLC Registered in California	New York, NY York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Operating, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Risk Solutions, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Focus Financial Partners, LLC Registered in Colorado	Centennial, CO New York, NY (1 more)	View Report
Focus Risk Solutions, LLC Registered in Mississippi	Flowood, MS New York, NY	View Report
Transform Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Northcoast Capital Management, LLC Registered in Texas	New York, NY	View Report
Neirg Wealth Management, LLC Registered in Florida	Plantation, FL New York, NY	View Report
Fortem Financial Loans, LLC Registered in California	New York, NY York, NY	View Report

Address Match:875 3rd Ave New York, NY

Adero Partners, LLC Registered in Washington	New York, NY Olympia, WA	View Report
Bordeaux Wealth Advisors LLC Registered in Washington	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in California	New York, NY York, NY	View Report
Cornerstone Wealth Group, LLC Registered in California	New York, NY York, NY	View Report
Focus Financial Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in Connecticut	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Focus Risk Solutions, LLC Registered in North Dakota	Bismarck, ND New York, NY	View Report
Fort Pitt Risk Solutions, LLC Registered in Pennsylvania	New York, NY	View Report
Fortem Financial Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Kovitz Investment Group Partners, LLC Registered in California	New York, NY York, NY	View Report
Telemus Capital, LLC Registered in California	New York, NY York, NY	View Report
Wespac Advisors, LLC Registered in California	New York, NY York, NY	View Report
Wespac Benefit & Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Ancora Insurance Solutions LLC Registered in Alabama	Montgomery, AL New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Risk Solutions, LLC Registered in New Hampshire	Concord, NH New York, NY	View Report
Northcoast Capital Management, LLC Registered in California	New York, NY York, NY	View Report

Related Business Names:

Fortem Financial Group, LLC Registered in Nevada	New York, NY		View Report
Fortem Financial Group, LLC Registered in Arizona	Phoenix, AZ Wilmington, DE		View Report

Person/City Match:J Russell Mcgranahan - New York, NY

Bfsg, LLC Registered in Nevada	Carson City, NV	View Report
Buckingham Strategic Wealth, LLC Registered in Connecticut	East Hartford, CT New York, NY	View Report
Focus Operating, LLC Registered in Massachusetts	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Connecticut	New York, NY	View Report
Foster Dykema Cabot & Partners, LLC Registered in Massachusetts	New York, NY	View Report
One Charles Private Wealth Services, LLC Registered in Massachusetts	New York, NY	View Report
Quadrant Insurance Wealth Structuring, LLC Registered in Connecticut	New York, NY	View Report
Sapient Private Wealth Management Services, LLC Registered in Oregon	New York, NY	View Report
Transform Wealth, LLC Registered in California	New York, NY York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Cornerstone Risk Management Advisors, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Eton Advisors Group, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Focus Risk Solutions, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Kovitz Investment Group Partners, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report

View More in New York, NY

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Fortem Financial Group, LLC

Company Summary

Financial Information for Fortem Financial Group, LLC

FORTEM FINANCIAL GROUP, LLC