Intercontinental Wealth Advisors LLC


Assets, Funds, Holdings

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Intercontinental Wealth Advisors LLC
CRD #114787
SEC #801-66430
AUM $1.0 BB (100% Disc, 59% US, 2020-02-06)
Employees28 (100% Investors, 64% Brokers)
Address112 East Pecan Street, Suite 525
San Antonio, TX 78205-3729
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
SPY 26.7
QQQ 21.4
DIA 8.8
ACWI 7.7
HEDJ 7.3
DXJ 5.5
IWM 3.9
EFA 3.1
VWO 2.9
IWF 2.9
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Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Krilogy Financial LLC
MO 1.0
Column Capital Advisors LLC
IN 1.0
Whitehall Asset Managment Inc
NY 1.0
Ensemble Capital Management LLC
CA 1.0
Heitman International Real Estate Securities HK Limited
Valley National Advisers Inc
PA 1.0
Bigsur Wealth Management LLC
FL 1.0
Taylor Cottrill Erickson and Associates Inc
NH 1.0
Firstservice Capital Inc
PA 1.0
Keebeck Partners LLC
IL 1.0
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