The Ithaka Group, LLC

The Ithaka Group, LLC (CRD# 146975) is a financial advisory firm headquartered in Bethesda, MD. They manage $756,013,941 in 274 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    756
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $2,759,175
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, MA, MD, MI, MO, 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 420, Bethesda, MD 20814
96
Wealthminder
score

Andrew Colyer (CRD# 2365598) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 22 years of experience in the finance industry.

2
William L. Johnson
CRD#: 833840
3 Bethesda Metro Center, Suite 420, Bethesda, MD 20814
93
Wealthminder
score

William Johnson (CRD# 833840) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 35 years of experience in the finance industry.

3
Robert A. Katzen
CRD#: 5580728
3 Bethesda Metro Center, Suite 420, Bethesda, MD 20814
93
Wealthminder
score

Robert Katzen (CRD# 5580728) is an Investment Advisor Representative working at The Ithaka Group, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

4
Scott E. O'gorman
CRD#: 1218049
3 Bethesda Metro Center, Suite 420, Bethesda, MD 20814
90
Wealthminder
score

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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