QUESTIS PORTFOLIO PARTNERS, LLC

CHARLESTON, South Carolina·2 registered advisors·CRD# 168729

SEC# 801-78472855-843-5233

01

Firm Overview

AUM

$12M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at QUESTIS PORTFOLIO PARTNERS, LLC

2 registered advisors

John Marshall Tabb

CHARLESTON, South Carolina

Stephen Philip Wilbourne

CHARLESTON, South Carolina

05

Office Locations

CHARLESTON, South Carolina

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. QUESTIS PORTFOLIO PARTNERS, LLC (CRD# 168729) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.