Intercontinental Wealth Advisors LLC
Legal Name: INTERCONTINENTAL WEALTH ADVISORS, LLC
Full Contact Details
Intercontinental Wealth Advisors LLC
112 EAST PECAN STREET, SUITE 525, SAN ANTONIO, TX
210-271-7947
210-271-0309
Other Info
Based in Texas, Intercontinental Wealth Advisors LLC is a reputable financial firm with 20 employees, all of whom serve in advisory capacities. While the number of clients serviced by the firm is not disclosed, its most recent SEC status is listed as Approved, with a registration date of March 21, 2006.
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Direct Owners
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ALFREDO LAROSA
EXECUTIVE VICE PRESIDENT owns less than 5%
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CHARLES DAY LUTZ
PRESIDENT owns less than 5%
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GAIL CAROLYN MANNIX
CHIEF COMPLIANCE OFFICER owns less than 5%
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GRUMP HOLDINGS, LTD
MEMBER owns more than 25% but less than 50%
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ISIDORO KORNGOLD
CHAIRMAN OF THE BOARD owns less than 5%
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JOHN LEO KAUTH
CEO owns less than 5%
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JOHN MAURICE HENNESSY
VICE PRESIDENT BUSINESS DEVELOPMENT owns less than 5%
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KENNETH MARCK KORNGOLD
VICE PRESIDENT owns less than 5%
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MARISSA OYERVIDES
VICE PRESIDENT, HEAD OF OPERATIONS owns less than 5%
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RENAISSANCE PARTNERSHIP, LTD.
MEMBER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $30,348k
- INVESCO QQQ TR UNIT SER 1 $27,618k
- SPDR DOW JONES INDL $9,852k
- WISDOMTREE TR $5,498k
- ISHARES TR RUSSELL 2000 ETF $4,387k
- WISDOMTREE TR $4,184k
- ISHARES INC $3,415k
- ISHARES TR RUS 1000 GRW ETF $3,410k
- DIMENSIONAL GLOBAL CORE EQUITY $3,240k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $3,047k