$42.1M Total AUM
$41.1M Disc. AUM
-- 3Y CAGR
1 Employees
137 ADV. Clients
6 yrs Firm Age
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- Custodian
- American Funds ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2019
- Office Locations
- 1
Office Locations
13790 Bridgewater Crossing Blvd Suite 1080 Windermere FL
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.
Team overview
-- AVG AGE
$42.1M AVG AUM / ADVISOR
$307.2K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ANDRES ORTIZ
Chief Compliance Officer, Managing Member
- CRD
- #5219288
- 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 | $41,080,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $42,080,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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