RIA Intel›Advisers›Washington›BORTEL INVESTMENT MANAGEMENT, LLC

BORTEL INVESTMENT MANAGEMENT, LLC

Advisory

GIG HARBOR, WA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in WA

#413

of 505 advisers by AUM

Average account

$63M

across 1 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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