The Ithaka Group, LLC

The Ithaka Group, LLC (CRD# 146975) is a financial advisory firm headquartered in Bethesda, MD. They manage $913,640,990 in 272 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $3,358,974
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MA, MD, MI, MO, NH, NJ, NY, OR, PA, TN, TX, VA, WA

Financial Advisors at The Ithaka Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew J. Colyer
CRD#: 2365598
3 Bethesda Metro Center, Suite 810, Bethesda, MD 20814

Andrew Colyer (CRD# 2365598) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 27 years of experience in the finance industry.

2
William L. Johnson
CRD#: 833840
3 Bethesda Metro Center, Suite 810, Bethesda, MD 20814

William Johnson (CRD# 833840) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 40 years of experience in the finance industry.

3
Robert A. Katzen
CRD#: 5580728
3 Bethesda Metro Center, Suite 810, Bethesda, MD 20814

Robert Katzen (CRD# 5580728) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 12 years of experience in the finance industry.

4
Scott E. O'gorman
CRD#: 1218049
3 Bethesda Metro Center, Suite 810, Bethesda, MD 20814

Scott O'gorman (CRD# 1218049) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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