Intercontinental Wealth Advisors LLC

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Assets, Funds, Holdings

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Intercontinental Wealth Advisors LLC
CRD #114787
SEC #801-66430
CIK #
AUM $852.8 MM (100% Disc, 89% US)
Employees20 (100% Investors, 80% Brokers)
Phone210-271-7947
Address112 East Pecan Street, Suite 525
San Antonio, TX 78205-3729
Source IAPDexternal Websiteexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 14.2
DIA 5.6
MO 104,990.0 3.9
UPRO 3.9
T 220,140.0 3.6
PFE 230,400.0 3.5
HEDJ 3.5
VZ 237,920.0 3.2
TD 102,800.0 3.0
IBM 122,540.0 3.0
View All
Holdings by Sector ($BB)
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