Quest Investment Firm

Quest Investment Firm (CRD# 170742) is a financial advisory firm headquartered in , . They manage $3,800,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.questinvestmentfirm.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $211,111
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Quest Investment Firm
Showing 1 - 1 of 1 top financial advisors.
1
Samer Dhillon, financial advisor Sacramento CA
Samer S. Dhillon
CRD#: 6307484
Sacramento, CA

Samer Dhillon (CRD# 6307484) is an Investment Advisor Representative working at Quest Investment Firm in Sacramento, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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