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BORTEL INVESTMENT MANAGEMENT, LLC
CRD 153297
13313 POINT RICHMOND BEACH ROAD NW, GIG HARBOR, WA, 98332, United States
Phone
(253) 858-7866
Fax
(253) 858-7866
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$63.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $63.0M |
All web addresses on file
Official SEC filing: View on IAPD