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QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640 · SEC 801-23659
5 CENTERPOINTE DR, SUITE 590, LAKE OSWEGO, OR, 97035, United States
Phone
503-221-0158
Fax
503-221-0575
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$1.71B
Team
9 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $36.6M |
| High net worth individuals | 36 | $65.5M |
| Pooled investment vehicles | 8 | $161.2M |
| Pension/profit sharing plans | 11 | $961.0M |
| Charitable organizations | 2 | $3.6M |
| State/municipal entities | 1 | $111.2M |
| Corporations/business entities | 6 | $73.9M |
States served
CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD