Overview
Assets Under Management: $1.5 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 119
Average Client Assets: $4.6 million
Frequently Asked Questions
INTERCONTINENTAL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114787), INTERCONTINENTAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
INTERCONTINENTAL WEALTH ADVISORS, LLC is headquartered in SAN ANTONIO, TX.
INTERCONTINENTAL WEALTH ADVISORS, LLC serves 119 high-net-worth clients according to their SEC filing dated July 31, 2023. View client details ↓
According to their SEC Form ADV, INTERCONTINENTAL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
INTERCONTINENTAL WEALTH ADVISORS, LLC manages $1.5 billion in client assets according to their SEC filing dated July 31, 2023.
According to their SEC Form ADV, INTERCONTINENTAL WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.69%
Average Client Assets: $4.6 million
Total Client Accounts: 1,679
Discretionary Accounts: 1,674
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 114787
Filing ID: 1773780
Last Filing Date: 2023-07-31 19:10:00