RIA Intel›Advisers›New Mexico›QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED

QUEST INVESTMENT PORTFOLIO MANAGEMENT, LIMITED

Advisory

NM

Data as of Aug 20, 2026 · Source: SEC Form ADV

Average account
$302K
across 70 accounts
AUM per adviser
$21M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM
$21M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NM

Closest by assets under management. All figures from Form ADV.

RAVEN'SWING ASSET MANAGEMENT, INC.
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$20M
+28.2% 1Y
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$19M
SENDERO CAPITAL MANAGEMENT, INC.
LAS CRUCES, NM
$19M
-26.1% 1Y
MARKET GAUGE ASSET MANAGEMENT, LLC
SANTA FE, NM
$19M
ZIA INVESTMENT ADVISORS; LLC
$24M
THE FOUNDATION FOR THE STUDY OF CYCLES, INC.
ALBUQUERQUE, NM
$25M

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