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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Quest Investment Management LLC
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| CRD # | 110640 |
| SEC # | 801-23659 |
| CIK # | |
| AUM | $1.4 BB (100% Disc, 100% US, 2020-03-06) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 503-221-0158 |
| Address | 5335 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IVE | 20.6 | ||
| AAPL | 843,560.0 | 18.0 | |
| MSFT | 865,660.0 | 18.0 | |
| GOOG | 817,370.0 | 17.8 | |
| AMZN | 820,610.0 | 15.9 | |
| FB | 491,090.0 | 14.8 | |
| WM | 42,310.0 | 13.9 | |
| ACN | 104,720.0 | 13.7 | |
| V | 341,210.0 | 13.6 | |
| ORCL | 188,990.0 | 13.5 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Educator's Financial Services Inc
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|
MN | 1.4 |
|
Hilltop Securities Inc
✚
|
TX | 1.4 |
|
NWF Advisory Services Inc
✚
|
CA | 1.4 |
|
HUGH Johnson Advisors LLC
✚
|
NY | 1.4 |
|
Lodestar Investment Counsel LLC
✚
|
IL | 1.4 |
|
Lebenthal Asset Management LLC
✚
|
NY | 1.4 |
|
NFP Corporate Services MN Inc
✚
|
MN | 1.4 |
|
Creative Financial Designs Inc
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|
IN | 1.4 |
|
Stack Financial Management Inc
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|
MT | 1.4 |
|
The Robinson-Humphrey Company LLC
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|
GA | 1.4 |