John
Hennessy

Intercontinental Wealth Advisors, LLC

CRD#1823631
Investment Advisor
in San Antonio, TX

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About this Advisor

John Hennessy is a financial advisor operating in San Antonio, Texas with 16 years of relevant experience. Hennessy is currently employed by Intercontinental Wealth Advisors, LLC. Throughout their career, Hennessy has worked at Intercontinental Asset Management Group LTD and Intercontinental Consultants LLC. Hennessy has a Series 63 license, certifying them as a securities broker, and can operate in Texas. Intercontinental Wealth Advisors, LLC is a registered investment company operating out of San Antonio, TX. The investment advisory business has a total of 23 employees. It administers $2 billion in total assets between its 1,679 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 1,679 accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fee types billed by Intercontinental Wealth Advisors, LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

112 East Pecan Street, Suite 525
San Antonio, TX 78205-3729

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Intercontinental Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,537,635,933

TX Average: $3,042,739,679
Total Number of Employees

23

TX Average: 49
Total Number of Accounts

1,679

TX Average: 2,315
Average Account Size

$915,805

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Hennessy Work History

John has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Intercontinental Asset Management Group LTD

2007 - Present (17 years)

Intercontinental Consultants LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Hennessy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intercontinental Wealth Advisors, LLC

Fernanda Novaes
San Antonio, TX
Daniel Garza De La Pena
San Antonio, TX
Howard Lutz
San Antonio, TX
Nestor Hernandez Rivera
San Antonio, TX
Savion Harris
San Antonio, TX
Adrian Devoto
San Antonio, TX
Pablo Sotomayor
San Antonio, TX
John Hennessy
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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