Bortel Investment Management, LLC

Bortel Investment Management, LLC (CRD# 153297) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $60,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13313 Point Richmond Beach Road Nw, Gig Harbor, WA 98332
https://www.bortelim.com/
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $60,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Bortel Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Bortel, financial advisor Gig Harbor WA
Peter B. Bortel
CRD#: 5086551
13313 Point Richmond Beach Road Nw, Gig Harbor, WA 98332

Peter Bortel (CRD# 5086551) is an Investment Advisor Representative working at Bortel Investment Management, LLC in Gig Harbor, WA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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