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).

By the Numbers
  • Total Assets Under Management
    1,519
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $18,984,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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

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.

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

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.

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

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.

4
Monte L. Johnson
CRD#: 4389677
One Sw Columbia St., Suite 1100, Portland, OR 97258

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.

5
Gregory G. Sherwood
CRD#: 1692767
One Sw Columbia St., Suite 1100, Portland, OR 97258

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.

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