Unclaimed Profile

Charles Day Lutz

INTERCONTINENTAL WEALTH ADVISORS, LLC·SAN ANTONIO, Texas

INTERCONTINENTAL WEALTH ADVISORS, LLC

112 EAST PECAN STREET, SUITE 525, SAN ANTONIO, TX 78205-3729CRD# 4956635Firm CRD# 114787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Day Lutz · SAN ANTONIO, TX

Registration

CRD #4956635 · INTERCONTINENTAL WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Charles Day Lutz is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with INTERCONTINENTAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTERCONTINENTAL WEALTH ADVISORS, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTERCONTINENTAL WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4956635

Firm CRD# 114787

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Day Lutz offer?

Charles Day Lutz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Charles Day Lutz's credentials?

Charles Day Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Day Lutz located?

Charles Day Lutz is based in SAN ANTONIO, Texas, working with INTERCONTINENTAL WEALTH ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Charles Day Lutz charge for services?

Charles Day Lutz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERCONTINENTAL WEALTH ADVISORS, LLC?

INTERCONTINENTAL WEALTH ADVISORS, LLC has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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