Intercontinental Wealth Advisors
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
112 E Pecan St Ste 525, San Antonio, Tex...Phone Number
(210) 271-7947Revenue
$5.1 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Intercontinental Wealth Advisors
Headquartered in San Antonio, Intercontinental is celebrating its 40th anniversary in 2021. The wealth management firm's success is based on their independence, global perspective, and innovative thinking. They continue to build deep, long-term relationships with clients, serving as fiduciaries to ensure their clients' needs always come first, in order to craft custom-tailored financial strategies and address their clients' unique wealth preservation needs. The co-founders and partners, Isidoro Korngold and John Kauth, formed their first firm together in 1981, Intercontinental Financial Services Corporation, which helped offshore clients invest in US Certificates of Deposit. From there, a Broker-dealer was formed in 1991, Intercontinental Asset Management Group, and Intercontinental Consulting Group, Ltd. was established in 1994 to provide consulting services mainly focused on estate planning. Intercontinental Wealth Advisors, LLC was formed in 1997 to provide investment advisory serviRead more
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2020
Debt
$350K
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Intercontinental Wealth Advisors News & Media
Intercontinental Wealth Advisors Teams Up With Rashad Wisdom of UTSA Football
Independent wealth management firm also establishes Charitable Contribution Committee to give back to San Antonio community and publishes special report on stewarding multigenerational wealth
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Headquartered in San Antonio, Intercontinental is celebrating its 40th anniversary in 2021. The wealth management firm's success is based on their independence, global perspective, and innovative thinking. They continue to build deep, long-term relationships with clients, serving as fiduciaries to ensure their clients' needs always come first, in o... Read More
