CRD: 114540
Quest Investment Portfolio Management, Limited
$21.2M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-1995
- Office Locations
- 1
Office Locations
-- Roswell NM
About Quest Investment Portfolio Management, Limited
Quest Investment Portfolio Management, Limited is a Roswell-based RIA. The firm has been operating for 31 years. Managing $21.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.2M AVG AUM / ADVISOR
$755.5K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN E. FUNK
Chief Compliance Officer, President
- CRD
- #2488986
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,154,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,154,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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