QUEST INVESTMENT MANAGEMENT, LLC - Financial Advisor in Oregon, Lake Oswego

Tel: 503-221-0158 5335 Meadows Rd Suite 400 Lake Oswego, Oregon 97035

About QUEST INVESTMENT MANAGEMENT, LLC

QUEST INVESTMENT MANAGEMENT, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $1,518,748,866 in assets under management and provides investment advisory services for 80 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

110640

Firm SEC#:

801-23659

Assets Under Management:

$1,518,748,866

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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431

$13,438,401,059

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1409

$6,856,132,947

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2481

$1,640,569,894

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2364

$870,055,587

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