IQ PORTFOLIOS

IQ PORTFOLIOS of WINDERMERE, FL is an SEC-registered investment adviser (CRD 306243). Regulatory assets under management: $42.1M.

Registration

• CRD: 306243
• Type: Registered investment adviser
• Location: 13790 BRIDGEWATER CROSSING BLVD, WINDERMERE, FL, 34786
• Phone: 800-558-7969
• Latest filing: 2026-03-10
• Regulatory AUM: $42.1M
• Discretionary AUM: $41.1M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 258

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search