# IQ PORTFOLIOS

IQ PORTFOLIOS of WINDERMERE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 306243
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306243/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306243/similar
- Related entities: https://search.stillhousedata.com/firm/306243/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306243

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.