Q
CRD: 170742
Quest Investment Firm
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2014
- Office Locations
- 1
Office Locations
-- Sacramento CA
About Quest Investment Firm
Quest Investment Firm is a Sacramento, CA registered investment adviser led by CEO Samer Singh Dhillon, serving retail clients. The firm emphasizes active management and allocates primarily through ETFs, with additional themes including cryptocurrency and real estate; it also uses mutual funds and provides insurance-related services. Reported client focus includes athletes and entrepreneurs.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$168.2K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMER SINGH DHILLON
Chief Executive Officer
- CRD
- #6307484
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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