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 $852.8 MM (100% Disc, 89% US)
Employees20 (100% Investors, 80% Brokers)
Phone210-271-7947
Address112 East Pecan Street, Suite 525
San Antonio, TX 78205-3729
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
85568451334217102004200920142020
Sector Holding Cap ($MM) Value ($MM)
SPY26.7
QQQ21.4
DIA8.8
ACWI7.7
HEDJ7.3
DXJ5.5
IWM3.9
EFA3.1
VWO2.9
IWF2.9
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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SAX Wealth Advisors LLC
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Bay Isle Financial Corp
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Autus Asset Management LLC
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Schechter Investment Advisors LLC
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Seattle Capital Management Co
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Church Capital Management Inc
PA 0.8
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