Quest Investment Management LLC

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Assets, Funds, Holdings

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Quest Investment Management LLC
CRD #110640
SEC #801-23659
CIK #0001036248, 0001627554
AUM $1.5 BB (2024-03-21)
Employees 10 (90% Investors, 0% Brokers)
Phone503-221-0158
Address5335 Meadows Rd
Lake Oswego, OR 97035
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 69.8
AAPL 2,382,844.0 65.0
NVDA 399,550.0 61.3
AMZN 1,092,997.8 40.2
GOOG 1,482,566.4 35.8
LLY 301,789.7 20.0
AVGO 201,282.9 19.3
META 434,852.0 18.4
IAU 17.4
UNH 477,004.0 16.7
View All
Holdings by Sector ($MM)
1600128096064032002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 9 0.0
(b) Individuals (high net worth individuals) 11 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 8 0.2
(g) Pension and profit sharing plans 23 1.0
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 1 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.1
(n) Other 19 0.2
Total 80 1.5
By Discretionary
Discretionary 80 1.5
Non-Discretionary 0 0.0
Total 80 1.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.5
Total 80 1.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001036248]
10-K [0001627554]
10-Q [0001627554]
8-K [0001627554]
Comparable Firms State AUM ($BB)
Strategiq Financial Group LLC
IN 1.6
Fiduciary Advisors Inc
MO 1.5
Pinnacle Pension Consultants LLC
MA 1.5
Physician Wealth Advisors Inc
UT 1.5
AXIA Advisory Corp
IN 1.5
Hub Investment Advisors Inc
NE 1.5
Greenwood Capital Associates LLC
SC 1.5
Ellenbecker Investment Group Inc
WI 1.5
Bankers Life Advisory Services Inc
IL 1.5
Cary Street Partners Asset Management LLC
VA 1.5
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