The Ithaka Group, LLC
The Ithaka Group, LLC (CRD# 146975) is a financial advisory firm headquartered in Arlington, VA. They manage $515,223,649 in 156 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management515MILLION
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Total Number of Accounts156ACCOUNTS
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Average Account Value$3,302,716
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
Registered Investment Advisor
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
1
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 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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