Quest Investment Management, LLC

Quest Investment Management, LLC (CRD# 110640) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $1,251,393,015 in 123 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,251
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $10,173,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Quest Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jon P. Bettendorf
CRD#: 2985395
5335 Meadows Rd, Suite 400, Lake Oswego, OR 97035
93
Wealthminder
score

Jon Bettendorf (CRD# 2985395) is an Investment Advisor Representative working at Quest Investment Management, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.

2
Douglas P. Goebel
CRD#: 2215228
One Sw Columbia St., Suite 1100, Portland, OR 97258
93
Wealthminder
score

Douglas Goebel (CRD# 2215228) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has over 24 years of experience in the finance industry.

3
Cameron M. Johnson
CRD#: 2121034
One Sw Columbia St., Suite 1100, Portland, OR 97258
93
Wealthminder
score

Cameron Johnson (CRD# 2121034) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has over 27 years of experience in the finance industry.

4
Gregory G. Sherwood
CRD#: 1692767
One Sw Columbia St., Suite 1100, Portland, OR 97258
93
Wealthminder
score

Gregory Sherwood (CRD# 1692767) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has over 30 years of experience in the finance industry.

5
Monte L. Johnson
CRD#: 4389677
One Sw Columbia St., Suite 1100, Portland, OR 97258
87
Wealthminder
score

Monte Johnson (CRD# 4389677) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has 1 year of experience in the finance industry.

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