QUEST INVESTMENT FIRM

QUEST INVESTMENT FIRM is an SEC-registered investment adviser (CRD 170742). Regulatory assets under management: $1.9M.

Registration

• CRD: 170742
• Type: Registered investment adviser
• Phone: 310-994-1225
• Latest filing: 2026-07-24
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search