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INTERCONTINENTAL WEALTH ADVISORS, LLC
INTERCONTINENTAL WEALTH ADVISORS, LLC
SAN ANTONIO, Texas
·
9 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
9
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
9 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
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
Roger Harlan Eth
SAN ANTONIO, Texas
CRD# 5577817
05
Office Locations
SAN ANTONIO, Texas
9 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
.