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Quest Investment Management, LLC

● SEC registered since 1985CRD 110640SEC# 801-23659Lake Oswego, OR
Export (members)
Reg. AUM
$1.58B
Employees
10
Accounts
82
Location
Lake Oswego, OR

Quest Investment Management, LLC assets under management

Quest Investment Management, LLC is an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 1985. It reports $1.6 billion in regulatory assets under management and employs 10 people.
www.questinvestment.comView on SEC.gov ↗

Quest Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Cameron Mitchell Johnson ControlCeo/Chief Compliance OfficerUnder 5%1985
Kevin Montgomery Johnson ControlSecretary/Treas. Senior Vice PresidentUnder 5%1996
Monte Leroy Johnson ControlChairmanUnder 5%1985
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Frequently asked questions

How much does Quest Investment Management, LLC manage?

Quest Investment Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Quest Investment Management, LLC have?

Quest Investment Management, LLC reports 10 employees.

Where is Quest Investment Management, LLC located?

Quest Investment Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 1985.

Does Quest Investment Management, LLC disclose fund performance?

Quest Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5335 Meadows Rd, Suite 400, Lake Oswego, OR 97035
Phone503-221-0158
Fax503-221-0575
Office hours8a.m. To 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.58B
Non-discretionary$0
Total (RAUM)$1.58B