Savion
Harris

Intercontinental Wealth Advisors, LLC

CRD#7383700
Investment Advisor
in San Antonio, TX

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About this Advisor

Savion Harris is a financial advisor operating in San Antonio, Texas who has 2 years of industry experience. Harris is an advisor for Intercontinental Wealth Advisors, LLC. During their career, Harris has held roles at Intercontinental Wealth Advisors, LLC and Student. Harris maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Texas. Intercontinental Wealth Advisors, LLC is a registered investment firm that has its headquarters in San Antonio, TX. The investment advisory business has a total of 23 advisors. It controls $2 billion in total assets among its 1,679 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 1,679 accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. Intercontinental Wealth Advisors, LLC offers a number of services, such as 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 usually vary depending on which services are provided. Fees billed by Intercontinental Wealth Advisors, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Savion Harris Work History

Savion has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Intercontinental Wealth Advisors, LLC

2011 - Present (13 years)

Student

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