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
P.o. Box 1677, Roswell, NM 88202
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Quest Investment Portfolio Management, Limited
Showing 1 - 1 of 1 top financial advisors.
1
John Funk, financial advisor Roswell NM
John E. Funk
CRD#: 2488986
Roswell, NM

John Funk (CRD# 2488986) is an Investment Advisor Representative working at Quest Investment Portfolio Management, Limited in Roswell, NM and has over 29 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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