IQ PORTFOLIOS

RIASEC Registered

Total AUM

$42.1M

Discretionary

$41.1M

98% of AUM

Avg account

$163K

Accounts

258

Employees

Advisory reps

Firm details

Headquarters: WINDERMERE, Florida
CRD number: 306243
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.94%
HNWI39.69%
Pension & Profit Sharing Plans2.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

IQ Portfolios is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator, offering portfolio management and financial planning alongside selection-of-other-advisers and pension consulting services. Its fee model combines percentage-of-assets and fixed-fee arrangements. Service delivery is primarily focused on discretionary portfolio management — the firm reports the bulk of its assets under discretionary authority — and it does not identify as an active ESG investor. Ownership is individual, and the adviser is not described as a multi-state or newly formed adviser in the source data.