Quest Investment Firm
Firm details
- Headquarters
- ,
- CRD number
- 170742
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Quest Investment Firm is an independent, privately owned registered investment adviser that provides portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio services rather than institutional pension consulting. The adviser is structured as a corporation and is owned by an individual; it does not identify itself as a multi-state adviser or an active ESG investor in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Samer Dhillon
Chief Executive OfficerCRD 6307484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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