Quest Investment Management, LLC
Quest Investment Management, LLC (CRD# 110640) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $1,518,748,866 in 80 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management1,519MILLION
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Total Number of Accounts80ACCOUNTS
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Average Account Value$18,984,361
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA, OR, WA
Jon Bettendorf (CRD# 2985395) is an Investment Advisor Representative working at Quest Investment Management, LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Douglas Goebel (CRD# 2215228) 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.
Cameron Johnson (CRD# 2121034) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has over 33 years of experience in the finance industry.
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.
Gregory Sherwood (CRD# 1692767) is an Investment Advisor Representative working at Quest Investment Management, LLC in Portland, OR and has over 36 years of experience in the finance industry.