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QUEST INVESTMENT MANAGEMENT, LLC
Tel: 503-221-0158
5335 Meadows Rd Suite 400
Lake Oswego, Oregon 97035
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
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
Firm CRD#:
110640
SEC#:
801-23659
No. of Clients:
80
Assets under Management
$1,518,748,866
No. of Advisors:
10
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