QUEST INVESTMENT MANAGEMENT, LLC

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

About QUEST INVESTMENT MANAGEMENT, LLC

QUEST INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as QUEST INVESTMENT MANAGEMENT, LLC. The firm was established in 03/12/1985. They have over 1 offices throughout the country.

QUEST INVESTMENT MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $1,518,748,866 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110640
SEC#	801-23659
Assets Managed by Firm	$1,518,748,866
No. of Clients	80
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	80	$1,518,748,866
Individuals (other than high net worth individuals)	9	$7,663,875
High net worth individuals	11	$38,141,012
Pension and profit sharing plans	23	$951,483,228
Charitable organizations	2	$2,041,291
Corporations or other businesses	7	$59,183,398

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Lake Oswego, Oregon

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.