The Ithaka Group, LLC

The Ithaka Group, LLC (CRD# 146975) is a financial advisory firm headquartered in Arlington, VA. They manage $449,930,240 in 214 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $2,102,478
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
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 - 2 of 2 top financial advisors.
1
Andrew J. Colyer
CRD#: 2365598
3811 N Fairfax Drive, Suite 720, Arlington, VA 22203

Andrew Colyer (CRD# 2365598) is an Investment Advisor Representative working at The Ithaka Group, LLC in Arlington, VA and has over 29 years of experience in the finance industry.

2
Scott E. O'gorman
CRD#: 1218049
3811 N Fairfax Drive, Suite 720, Arlington, VA 22203

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

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