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QUEST INVESTMENT MANAGEMENT, LLC
QUEST INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, Oregon
·
4 registered advisors
·
CRD# 110640
SEC# 801-23659
0
503-221-0158
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at QUEST INVESTMENT MANAGEMENT, LLC
4 registered advisors
Cameron Mitchell Johnson
LAKE OSWEGO, Oregon
CRD# 2121034
Gregory Glen Sherwood
LAKE OSWEGO, Oregon
CRD# 1692767
Kevin Montgomery Johnson
LAKE OSWEGO, Oregon
CRD# 2265788
Monte Leroy Johnson
LAKE OSWEGO, Oregon
CRD# 4389677
05
Office Locations
LAKE OSWEGO, Oregon
4 advisors
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Data sourced from SEC Form ADV filings. QUEST INVESTMENT MANAGEMENT, LLC (CRD# 110640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.