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
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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