1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2QUEST INVESTMENT MANAGEMENT, LLC

Map pinLAKE OSWEGO, OR
Phone503-221-0158
NotebookSEC #801-23659
Total AUM
$1.7B
Employees
9
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DR
SUITE 590
LAKE OSWEGO
OR 97035
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
503-221-0158

ReceiptFinancials

Total AUM
$1.7B
Accounts
125
Discretionary
$1.7B
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
42
AUM
$36.6M
HNW Individual Clients
36
AUM
$65.5M
Pooled Vehicle Clients
8
AUM
$161.2M
Pension/Profit Sharing Plan Clients
11
AUM
$961M
Charitable Organization Clients
2
AUM
$3.6M
Government Entity Clients
1
AUM
$111.2M
Corporation or Business Clients
6
AUM
$73.9M
Other Clients
19
AUM
$296.4M
Description of Other Clients
H&W & OTHER EMPLOYEE BENEFIT FUNDS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account