Asset ManagerRIA · CRD 116575SEC-Registered

Updated:

Performance Tracking Inc.

Performance Tracking Inc. is an SEC-registered investment adviser with $61 million in regulatory assets under management. The firm has 1 employee and 1...

Performance Tracking Inc.

Performance Tracking Inc. is an SEC-registered investment adviser with $61 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

1992

Location

Region

North America

Country

United States

City

Point Roberts

Corporate office

Point Roberts, WA, United States

Principals

Bryan Bottarelli

Founder and Head Trade Tactician

Frequently asked questions

Is Performance Tracking Inc. a registered investment advisor or a publisher?

Performance Tracking Inc. operates as a financial publisher, not a registered investment advisor. Its core business is the sale of trade-alert subscriptions and educational trading materials through The War Room and affiliated products. The firm's legal disclosure states that its content is for informational and educational purposes, and it does not manage client assets or provide personalized investment advice.

What specific trading style does The War Room service employ?

The War Room focuses on tactical, short-term equity and options plays. The strategy relies on momentum around corporate earnings announcements, unusual options-flow activity, and technical breakout patterns. Positions typically target moves over a few days to weeks, with strict stop-losses to manage downside risk on highly leveraged options contracts.

How is Performance Tracking Inc. related to Agora Financial?

Agora Financial acts as a marketing and distribution partner for Performance Tracking Inc.'s subscription products, including The War Room. While Bottarelli maintains ownership of his research and brand, Agora handles customer acquisition, billing, and the broader promotional infrastructure, which is its standard model with independent research analysts.

Does the firm manage discretionary accounts or pooled investment vehicles?

No. According to its public disclaimers and operational history, Performance Tracking Inc. does not manage individual portfolios, operate a hedge fund, or structure pooled investment vehicles. Its revenue derives from subscription fees, not management or performance fees.

What is Bryan Bottarelli's professional background before founding the firm?

Bryan Bottarelli began his career as a floor trader at the Chicago Board Options Exchange (CBOE), an experience he frequently references as foundational to his trade tactics. After leaving the floor, he launched independent research publishing efforts, which culminated in Performance Tracking Inc. and The War Room service. He has no publicly documented tenure at a traditional investment bank or asset manager.

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