Unclaimed Profile

Michael Joseph Carl Roth

INTERCONTINENTAL WEALTH ADVISORS, LLC·SAN ANTONIO, Texas

INTERCONTINENTAL WEALTH ADVISORS, LLC

300 CONVENT STREET, SUITE 1350, SAN ANTONIO, TX 78205-3729CRD# 405580Firm CRD# 114787

Profile Verification

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

Identity

Michael Joseph Carl Roth · SAN ANTONIO, TX

Registration

CRD #405580 · INTERCONTINENTAL WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Michael Joseph Carl Roth 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# 405580

Firm CRD# 114787

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Joseph Carl Roth offer?

Michael Joseph Carl Roth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Michael Joseph Carl Roth's credentials?

Michael Joseph Carl Roth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Joseph Carl Roth located?

Michael Joseph Carl Roth 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 Michael Joseph Carl Roth charge for services?

Michael Joseph Carl Roth'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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