Unclaimed Profile

Sarah Wesley Quist

VISION CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Series 7, Series 8, Series 24, Series 63, Series 65Clean record21 years registeredVISION CAPITAL MANAGEMENT, INC.

4380 S MACADAM AVENUE, PORTLAND, OR 97239CRD# 1162696Firm CRD# 107793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Wesley Quist · PORTLAND, OR

Registration

CRD #1162696 · VISION CAPITAL MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

VISION CAPITAL MANAGEMENT INC

Jul 2005 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · July 29, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION CAPITAL MANAGEMENT, INC.

CRD 107793 · SEC 801-56669

AUM

$1.0B

Regulatory assets under management

Employees

1,611 client accounts

Services offered by VISION CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VISION CAPITAL MANAGEMENT, INC. →

Introduction

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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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