$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
7901 4TH ST N STE 300 ST Petersburg FL
About IQ Retirement Portfolios LLC
IQ Retirement Portfolios (IQRP) is a Florida-registered RIA focused on helping pre-retirees (typically age 50+ with meaningful retirement savings) plan for retirement income. The firm provides financial planning and insurance/annuity guidance alongside asset-allocation portfolios, with ETF-based managed accounts. Its marketing model centers on a “Financial LIFT” valuation to engage retirement-income prospects.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$290.0K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Prime
Investment Themes
Unison vector Alpha peak
Investment Vehicles
Meridian
Services
Peak momentum Atlas delta
Owner & Executives
J
JOSEPH ROBERT SIGNORELLA
--
- CRD
- #2783858
- Ownership
- 75% or more
(983) 941-7797
insight.matrix@optimacapital.com
in linkedin.com/in/matrix-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,800,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,105,860,320 | 100.0% |
| Total | $8,105,860,320 | 100.0% |