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Monte Leroy Johnson

QUEST INVESTMENT MANAGEMENT, LLC·LAKE OSWEGO, Oregon
Clean recordQUEST INVESTMENT MANAGEMENT, LLC
5335 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 4389677Firm CRD# 110640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monte Leroy Johnson · LAKE OSWEGO, OR
Registration
CRD #4389677 · QUEST INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Monte Leroy Johnson is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with QUEST INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
QUEST INVESTMENT MANAGEMENT, LLC
QUEST INVESTMENT MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at QUEST INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4389677
Firm CRD# 110640
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monte Leroy Johnson offer?
Monte Leroy Johnson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Monte Leroy Johnson's credentials?
Monte Leroy Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monte Leroy Johnson located?
Monte Leroy Johnson is based in LAKE OSWEGO, Oregon, working with QUEST INVESTMENT MANAGEMENT, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Monte Leroy Johnson charge for services?
Monte Leroy Johnson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUEST INVESTMENT MANAGEMENT, LLC?
QUEST INVESTMENT MANAGEMENT, LLC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUEST INVESTMENT MANAGEMENT, LLC

Cameron Mitchell Johnson
LAKE OSWEGO, OR
Kevin Montgomery Johnson
LAKE OSWEGO, OR
Gregory Glen Sherwood
LAKE OSWEGO, OR

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Research
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