Iq Portfolios

Iq Portfolios (CRD# 306243) is a financial advisory firm headquartered in Windermere, FL. They manage $25,304,247 in 227 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13790 Bridgewater Crossing Blvd, Suite 1080, Windermere, FL 34786
https://www.facebook.com/iqportfolios
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $111,472
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Iq Portfolios
Showing 1 - 1 of 1 top financial advisors.
1
Andres Ortiz, financial advisor Windermere FL
Andres Ortiz
CRD#: 5219288
13790 Bridgewater Crossing Blvd, Suite 1080, Windermere, FL 34786

Andres Ortiz (CRD# 5219288) is an Investment Advisor Representative working at Iq Portfolios in Windermere, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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