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Peter Benjamin Bortel

Bortel Investment Management, LLC

Gig Harbor, WA

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Current Employers
Bortel Investment Management, Llc

13313 Point Richmond Beach Road Nw, Gig Harbor, WA 98332 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2010-05-06
  • WA RA
    APPROVED
    Since 2010-05-06

Branch Locations

13313 Point Richmond Beach Road Nw, Gig Harbor, WA 98332 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bortel Investment Management Llc Gig Harbor WA 04/2010 Present
Other Businesses

President Our World Films LLC 5 hours per month devoted to this business Member of the Board for the YMCA Gig Harbor, Newe Pheboe House, Harbor Wild Watch one hour each month for each board seat

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-25
  • S65 Uniform Investment Adviser Law Examination
    2010-02-25
Other Names
  • Peter Bortel

View on SEC IAPD

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