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IQ RETIREMENT PORTFOLIOS LLC
CRD 308294
7901 4TH ST N STE 300, ST. PETERSBURG, FL, 33702, United States
Phone
18003251833
Fax
18667802175
Registration
— (—)
Source
State registered
Total AUM
$5.8M
Discretionary AUM
$5.8M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD