QUEST INVESTMENT MANAGEMENT, LLC
CRD #110640 SEC #801-23659 LAKE OSWEGO, OR 503-221-0158
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
10
Clients
--
Accounts
121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.7B | $1.7B | $0 | 10 | 0 |
| Mar 2025 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 10 | 0 |
| Jan 2022 | $1.8B | $1.8B | $0 | 10 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 10 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 10 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 10 | 0 |
| Sep 2018 | $1.2B | $1.2B | $0 | 10 | 90 |
| Jul 2018 | $1.2B | $1.2B | $0 | 10 | 90 |
| Mar 2018 | $1.2B | $1.2B | $0 | 10 | 90 |
| Aug 2017 | $1.3B | $1.3B | $0 | 10 | 100 |
| Aug 2017 | $1.3B | $1.3B | $0 | 10 | 100 |
| Mar 2017 | $1.3B | $1.3B | $0 | 10 | 100 |
| Apr 2016 | $1.2B | $1.2B | $0 | 10 | 100 |
| Feb 2016 | $1.2B | $1.2B | $0 | 10 | 100 |
| Feb 2015 | $1.2B | $1.2B | $0 | 10 | 100 |
| Mar 2014 | $1.4B | $1.4B | $0 | 10 | 100 |
| Sep 2013 | $1.8B | $1.8B | $0 | 10 | 129 |
| Mar 2013 | $1.8B | $1.8B | $0 | 10 | 129 |
| Mar 2012 | $1.9B | $1.9B | $0 | 11 | 133 |
| Feb 2011 | $2B | $2B | $0 | -- | -- |
| Mar 2010 | $2B | $2B | $0 | -- | -- |
| Feb 2007 | $2B | $2B | $0 | -- | -- |
| Feb 2006 | $1.8B | $1.8B | $0 | -- | -- |
| Jan 2006 | $1.8B | $1.8B | $0 | -- | -- |
| Sep 2005 | $1.5B | $1.5B | $0 | -- | -- |
| May 2005 | $1.5B | $1.5B | $0 | -- | -- |
| May 2004 | $1.2B | $1.2B | $0 | -- | -- |
| Apr 2004 | $1.2B | $1.2B | $0 | -- | -- |
| Apr 2004 | $1.2B | $1.2B | $0 | -- | -- |
| Nov 2003 | $1.2B | $1.2B | $0 | -- | -- |
| Nov 2003 | $920.7M | $920.7M | $0 | -- | -- |
| Oct 2001 | $920.7M | $920.7M | $0 | -- | -- |
DateSep 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients90
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients90
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients90
DateAug 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients100
DateAug 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients100
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients100
DateApr 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients100
DateFeb 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients100
DateFeb 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients100
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients100
DateSep 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees10
Clients129
DateMar 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees10
Clients129
DateMar 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients133
DateFeb 2011
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$920.7M
Discretionary$920.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$920.7M
Discretionary$920.7M
Non-Disc.$0
Employees--
Clients--