Intercontinental Wealth Advisors is an investment advisor in San Antonio with $1.76 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
742847983
SEC advisor number
801-66430
FINRA CRD number
114787
AUM ?
$1.54 bn
(as of 31 Jul 23)
Accounts
1,679
(as of 31 Jul 23)
Employees
23
(23 investment advisory or research)
Address
Intercontinental Wealth Advisors
112 EAST PECAN, SUITE 525
SAN ANTONIO
TX 78205
112 EAST PECAN, SUITE 525
SAN ANTONIO
TX 78205
Phone
210-271-7947
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21