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Building 2INTERCONTINENTAL WEALTH ADVISORS, LLC

Map pinSAN ANTONIO, TX
Phone210-271-7947
NotebookSEC #801-66430
Total AUM
$1.5B
Employees
23
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 EAST PECAN STREET, SUITE 525
SAN ANTONIO
TX 78205-3729
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
210-271-7947
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,679
Discretionary
$1.4B
Accounts
1,674
Non-Discretionary
$92.5M
Accounts
5

ContactClients

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Individual Clients
410
AUM
$101.2M
HNW Individual Clients
119
AUM
$548.8M
Charitable Organization Clients
1
AUM
$38.4M
Corporation or Business Clients
204
AUM
$849.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACODEFLLAMONCNJNMNYSDTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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