# BORTEL INVESTMENT MANAGEMENT, LLC

BORTEL INVESTMENT MANAGEMENT, LLC of GIG HARBOR, WA is an SEC-registered investment adviser.

## Registration

- CRD: 153297
- Type: SEC-registered investment adviser
- Location: 13313 POINT RICHMOND BEACH ROAD NW, GIG HARBOR, WA, 98332
- Phone: (253) 858-7866
- Latest filing: 2026-03-04
- Regulatory AUM: $63.0M
- Discretionary AUM: $63.0M
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153297/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153297/similar
- Related entities: https://search.stillhousedata.com/firm/153297/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153297

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.