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- Custodian
- American Funds ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
About IQ Portfolios
IQ Portfolios is a boutique RIA focused on individualized financial planning and customized portfolio construction for individual investors, with dedicated guidance around women and retirement planning. Portfolios are built primarily with public funds and ETFs, alongside fixed income exposure. The firm also supports insurance and life insurance planning and works with platforms such as SEI and American Funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 1 advisory representatives and 137 clients, or 137 clients per representative. That equates to $307.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full IQ Portfolios record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDRES ORTIZ
Chief Compliance Officer, Managing Member
- CRD
- #5219288
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,080,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $42,080,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
IQ Portfolios has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.