Bortel Investment Management, LLC
Bortel Investment Management, LLC (CRD# 153297) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $4,200,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$4,200,000
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
Peter Bortel (CRD# 5086551) is an Investment Advisor Representative working at Bortel Investment Management, LLC in Gig Harbor, WA and has over 8 years of experience in the finance industry.