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Intercontinental Wealth Advisors, LLC

Intercontinental Wealth Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $611.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 746
      Accounts
    • $819.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

10

name start date
John Maurice Hennessy
February 2007
Jaime Alberto Chavez
May 2015
John Leo Kauth
March 2003
David K Alvarez
December 2015
Alfredo Larosa
March 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Intercontinental Agency LLC -- --
    Intercontinental Asset Management Group, Ltd. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jaime Alberto Chavez Vice President Of Financial Planning May, 2015 less than 5%
      Marissa Oyervides Vice President, Cco May, 2012 less than 5%
      Charles Day Lutz President March, 2006 less than 5%
      Isidoro Korngold Chairman Of The Board August, 1997 less than 5%
      John Leo Kauth Ceo August, 1997 less than 5%
      Kenneth Marck Korngold Vice President February, 2009 less than 5%
      John Maurice Hennessy Vice President Business Development February, 2007 less than 5%
      Alfredo Larosa Executive Vice President August, 1997 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees