Overview
Assets Under Management: $1.7 billion
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 36
Average Client Assets: $1.8 million
Frequently Asked Questions
QUEST INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110640), QUEST INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
QUEST INVESTMENT MANAGEMENT, LLC is headquartered in LAKE OSWEGO, OR.
QUEST INVESTMENT MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, QUEST INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
QUEST INVESTMENT MANAGEMENT, LLC manages $1.7 billion in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, QUEST INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.83%
Average Client Assets: $1.8 million
Total Client Accounts: 125
Discretionary Accounts: 125
Regulatory Filings
CRD Number: 110640
Filing ID: 2066263
Last Filing Date: 2026-03-05 14:06:48