Intercontinental Companies

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Description

  • 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 changes. 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 and non-profits. IWA is registered and regulated by the Securities and 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 the Bank of New York 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.
  • location

    Headquarters:112 East Pecan Suite 525, San Antonio, Texas, United States

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  • Intercontinental Companies phone

    Phone Number: +1 210-271-7947

  • Intercontinental Companies website

    Website: https://www.intercontl.com

  • Intercontinental Companies employees

    Employees:17

  • Intercontinental Companies revenue

    Revenue:$1 - 10M

  • Intercontinental Companies legal name

    Legal Name:Intercontinental Companies

  • Intercontinental Companies's Social Media

    Intercontinental Companies linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

President for Intercontinental Companies

Charlie Lutz

President

Person level website visitor identification

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View Employees

Charlie Lutz

President

Michael Roth

President

Marilyn Reynolds

Executive Vice President

Marissa Oyervides

Vice President

John Hennessy

Vice President Of Insurance Services

Frequently Asked Questions regarding Intercontinental Companies

  • Where are Intercontinental Companies's Headquarters?

    Intercontinental Companies's Headquarters are in 112 East Pecan Suite 525,San Antonio,Texas,United States

  • What is Intercontinental Companies's phone number?

    Intercontinental Companies's phone number is +1 210-271-7947

  • What is Intercontinental Companies's official website?

    Intercontinental Companies's official website is https://www.intercontl.com

  • What is Intercontinental Companies's Revenue?

    Intercontinental Companies's revenue is $1 - 10M

  • What is Intercontinental Companies's NAICS code?

    Intercontinental Companies's NAICS code is 523930

  • How many employees are working in Intercontinental Companies

    Intercontinental Companies has 17 employees

  • What is Intercontinental Companies's Industry?

    Intercontinental Companies is in the industry of Financial Services

  • Who is Intercontinental Companies's President?

    Intercontinental Companies's President is Charlie Lutz

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