BORTEL INVESTMENT MANAGEMENT, LLC

BORTEL INVESTMENT MANAGEMENT, LLC of GIG HARBOR, WA is an SEC-registered investment adviser (CRD 153297). Regulatory assets under management: $63.0M.

Registration

• CRD: 153297
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153297 on SEC IAPD (source of record)
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