Quest Investment Firm
Quest Investment Firm (CRD# 170742) is a financial advisory firm headquartered in , . They manage $3,800,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Quest Investment Firm
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$211,111
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Quest Investment Firm
1
Samer Dhillon (CRD# 6307484) is an Investment Advisor Representative working at Quest Investment Firm in Sacramento, CA and has over 9 years of experience in the finance industry.
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