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IQ Portfolios

Headquartered in WINDERMERE, FL

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Firm Information

IQ Portfolios is an investment advisor with $25.30 million in regulatory assets under management (RAUM). The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and pension and profit-sharing plans. They also select other advisors for their clients. The firm has 1 licensed agent, 1 investment advisor representative, 1 registered representative, and 1 investment advisory function. They have a total of 227 client accounts, of which 225 are discretionary.

IQ Portfolios

$25.30M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

IQ PORTFOLIOS has a total of 1 branch locations across the country.
location

WINDERMERE, FL

Advisors at IQ Portfolios

View All 1 Advisors
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Andres Ortiz

RA

WINDERMERE, FL

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Disclosures

There are no public disclosures for IQ Portfolios.

Frequently Asked Questions (8)

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