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IQ PORTFOLIOS
ANDY ORTIZ LLC
CRD 306243
13790 BRIDGEWATER CROSSING BLVD, SUITE 1080, WINDERMERE, FL, 34786, United States
Phone
800-558-7969
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.1M
Discretionary AUM
$41.1M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $24.4M |
| High net worth individuals | 12 | $16.7M |
| Pension/profit sharing plans | 5 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD