Quest Investment Management, LLC
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Overview
Quest Investment Management, LLC operates as a financial advisor firm headquartered in Lake Oswego, Oregon. The company manages $1.5 billion in assets over 93 customer accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). It has a small group, including 9 financial advisors. Quest Investment Management, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, equities and bonds.
Quest Investment Management, LLC administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction choices are made by an investment advisor without requiring the client's authorization. Quest Investment Management, LLC's typical account size is $16.2 million. The average advisor at Quest Investment Management, LLC oversees about 10 client accounts, placing it among the more personalized firms in the country.
The firm's headquarters is at 5335 Meadows Rd, Lake Oswego, Oregon 97035. The company is legally allowed to provide services to customers throughout a number of states, including California, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Quest Investment Management, LLC by the Numbers
$1.5 billion
10
93
$16.2 million
Products and Services
Quest Investment Management, LLC provides a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on the type of financial services offered. Fees charged by the firm can include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Quest Investment Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a number of different clients. It provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 93 accounts, Quest Investment Management, LLC's biggest client type by number of accounts is pension plans, though it also serves 13 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 13.98%
- Other Individuals - 10.75%
- Corporations - 70.97%
- Charitable Organizations - 4.3%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Quest Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Quest Investment Management, LLC
Lake Oswego, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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