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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bortel Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
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 8 years of experience in the finance industry.

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