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Home > Retirement Planners > oregon > lake oswego > QUEST INVESTMENT MANAGEMENT, LLC
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 $1,510,306,371 assets under management, offering retirement planning & investment advisory services to 93 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 | $1,510,306,371 |
| No. of Clients | 93 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 93 | $1,510,306,371 |
| Individuals (other than high net worth individuals) | 10 | $7,695,934 |
| High net worth individuals | 13 | $35,756,607 |
| Pension and profit sharing plans | 26 | $890,888,288 |
| Charitable organizations | 4 | $2,419,540 |
| Corporations or other businesses | 8 | $51,249,217 |
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