Back to top

Quest Investment Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 27, 2017
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 123
      Accounts
    • $10.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Jon Patrick Bettendorf
May 2011
Gregory Glen Sherwood
September 1989
Douglas Paul Goebel
November 1993
Monte Leroy Johnson
April 1985
Cameron Mitchell Johnson
December 1990

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Gregory Glen Sherwood President/Cio January, 2002 10% to 25%
    Monte Leroy Johnson Chairman February, 1985 less than 5%
    Cameron Mitchell Johnson Ceo/Chief Compliance Officer February, 1985 less than 5%
    Kevin Montgomery Johnson Secretary/Treas. Senior Vice President March, 1996 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees