Intercontinental Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Intercontinental Wealth Advisors's estimated annual revenue is currently $2.9M per year.
- Intercontinental Wealth Advisors's estimated revenue per employee is $147,000
Employee Data
- Intercontinental Wealth Advisors has 20 Employees.
- Intercontinental Wealth Advisors grew their employee count by -13% last year.
Intercontinental Wealth Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder & Chairman The Board | Reveal Email/Phone |
2 | VP Insurance Services | Reveal Email/Phone |
3 | Portfolio Manager | Reveal Email/Phone |
4 | Registered Investment Advisor | Reveal Email/Phone |
5 | Senior Research Analyst | Reveal Email/Phone |
Intercontinental Wealth Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $34.9M | 151 | -4% | N/A | N/A |
#2 | $86.6M | 330 | 10% | N/A | N/A |
#3 | $4.1M | 28 | -22% | N/A | N/A |
#4 | $7.9M | 47 | -2% | N/A | N/A |
#5 | $7.1M | 42 | 2% | N/A | N/A |
#6 | $6.9M | 41 | 11% | N/A | N/A |
#7 | $6.7M | 40 | 8% | N/A | N/A |
#8 | $0.1M | 5 | -84% | N/A | N/A |
#9 | $5.4M | 32 | 10% | N/A | N/A |
#10 | $19.1M | 91 | 15% | N/A | N/A |
What Is Intercontinental Wealth Advisors?
As global wealth advisors since 1981, at Intercontinental we customize strategies to help you reach your financial goals. If we're not listening, we're not succeeding - we founded this firm on customer relationships we've cultivated by listening and understanding. It's our business to understand your goals, risk tolerance, and vision for the future, and use that knowledge to craft customized solutions to meet your investment challenges and financial objectives. Learn more at http://www.intercontinentalwealthadvisors.com Intercontinental Wealth Advisors, LLC (IWA) Our investment advisory firm develops, implements and monitors customized investment plans that can be adjusted as the market and your life situation change. Our strategies help reduce income and capital gain taxes to efficiently transfer wealth to future generations or charitable causes. Our clients include high net worth individuals, corporations & non-profits. IWA is registered and regulated by the Securities & Exchange Commission and the Texas State Securities Board. Intercontinental Asset Management Group, LTD (IAMG) IAMG is a registered broker dealer with a global network of trading partners, allowing us to provide world-class trading and execution for stocks, bonds, mutual funds, options, futures and certain derivatives. We have no proprietary products and carry no inventory. Our trading is no-conflict. Client assets are held by Pershing LLC, a wholly owned subsidiary of BNY Mellon and insured by Securities Investors Protection Corporation (SIPC). Intercontinental Insurance Agency, LLC (IIA) Life insurance can be a valuable tool in creating a portfolio, protecting a business and reducing or eliminating estate taxes. Other forms of insurance can provide income for life and death benefits. Deferred compensation plans can provide significant tax deferral, creditor protection, and executive retention. IIA is an independent insurance firm registered and regulated by the Texas Department of Insurance.
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Total Funding
20
Number of Employees
$2.9M
Revenue (est)
-13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Intercontinental Wealth Advisors News
Intercontinental Wealth Advisors LLC now owns 3,779 shares of the scientific and technical instruments company's stock worth $500,000 after...
Zullo Investment Group Inc. bought a new stake in Intercontinental Exchange in the 4th quarter valued at $51,000. Visionary Wealth Advisors...
Other Companies in San Antonio
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.8M | 20 | -20% | N/A |
#2 | $1.4M | 20 | -13% | N/A |
#3 | $3.4M | 20 | 0% | N/A |
#4 | $2.9M | 20 | 11% | N/A |
#5 | $2M | 20 | -41% | N/A |