Intercontinental Wealth Advisors, LLC info
Intercontinental Wealth Advisors, LLC (SEC CIK 1709698) first filed with the SEC on 2017-08-09 (Form 13F-HR) and has filed 34 times since, including 31 Form 13F-HR quarterly holdings reports. It is organized in TX and registered at 112 EAST PECAN, SUITE 525, SAN ANTONIO, TX, 78205.
- Name: Value Intercontinental Wealth Advisors, LLC.
- SEC CIK: Value 1709698.
- State of organization: Value TX.
- Business address: Value 112 EAST PECAN, SUITE 525, SAN ANTONIO, TX, 78205.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Intercontinental Wealth Advisors, LLC |
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| SEC CIK | 1709698 |
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| State of organization | TX |
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| Business address | 112 EAST PECAN, SUITE 525, SAN ANTONIO, TX, 78205 |
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| Mailing address | 112 EAST PECAN, SUITE 525, SAN ANTONIO, TX, 78205 |
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| Phone | 210-271-7947 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2017-08-09 (Form 13F-HR) |
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| Latest SEC filing | 2023-07-21 (Form 13F-HR) |
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| Filings on EDGAR | 34 |
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| First Form 13F-HR | 2017-08-09 (quarter ended 2017-06-30) |
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| Latest Form 13F-HR | 2023-07-21 (quarter ended 2023-06-30) |
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| Form 13F-HR filings | 31 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 3 | 3 |
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| 2022 | 4 | 4 |
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| 2021 | 10 | 7 |
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| 2020 | 1 | 1 |
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| 2019 | 4 | 4 |
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| 2018 | 10 | 10 |
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| 2017 | 2 | 2 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |