Quest Investment Portfolio Management, Limited
Quest Investment Portfolio Management, Limited (CRD# 114540) is a financial advisory firm headquartered in Roswell, NM. They manage $20,661,631 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Quest Investment Portfolio Management, Limited
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$645,676
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM, TX
Financial Advisors at Quest Investment Portfolio Management, Limited
1
John Funk (CRD# 2488986) is an Investment Advisor Representative working at Quest Investment Portfolio Management, Limited in Roswell, NM and has over 30 years of experience in the finance industry.
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