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INTERCONTINENTAL WEALTH ADVISORS, LLC
INTERCONTINENTAL WEALTH ADVISORS, LLC
SAN ANTONIO, Texas
·
11 registered advisors
·
CRD# 114787
SEC# 801-66430
1
210-271-7947
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INTERCONTINENTAL WEALTH ADVISORS, LLC
11 registered advisors
Alfredo Larosa
SAN ANTONIO, Texas
CRD# 2232087
Charles Day Lutz
SAN ANTONIO, Texas
CRD# 4956635
Isidoro Korngold
SAN ANTONIO, Texas
CRD# 1836913
Jaime Alberto Chavez
SAN ANTONIO, Texas
CRD# 4851520
Jaime Emerson Ross
SAN ANTONIO, Texas
CRD# 7602978
John Leo Kauth
SAN ANTONIO, Texas
CRD# 1648865
John Maurice Hennessy
SAN ANTONIO, Texas
CRD# 1823631
Kenneth Marck Korngold
SAN ANTONIO, Texas
CRD# 2491887
Marissa Oyervides
SAN ANTONIO, Texas
CRD# 6064303
Michael Joseph Carl Roth
SAN ANTONIO, Texas
CRD# 405580
Roger Harlan Eth
SAN ANTONIO, Texas
CRD# 5577817
05
Office Locations
SAN ANTONIO, Texas
11 advisors
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Data sourced from SEC Form ADV filings. INTERCONTINENTAL WEALTH ADVISORS, LLC (CRD# 114787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.