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Sarah Wesley Quist

VISION CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon
Unclaimed Profile
4380 S MACADAM AVENUE, PORTLAND, OR 97239CRD# 1162696Firm CRD# 107793
01

About

Sarah Wesley Quist is a registered financial advisor based in PORTLAND, Oregon, affiliated with VISION CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VISION CAPITAL MANAGEMENT, INC.
VISION CAPITAL MANAGEMENT INC
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at VISION CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1162696
Firm CRD# 107793
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Wesley Quist offer?
Sarah Wesley Quist specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Sarah Wesley Quist's credentials?
Sarah Wesley Quist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Wesley Quist located?
Sarah Wesley Quist is based in PORTLAND, Oregon, working with VISION CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Sarah Wesley Quist charge for services?
Sarah Wesley Quist's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION CAPITAL MANAGEMENT, INC.?
VISION CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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