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Home > Retirement Planners > virginia > arlington > THE ITHAKA GROUP, LLC
THE ITHAKA GROUP, LLC
3811 N Fairfax Drive
Suite 720
Arlington, Virginia 22203
Tel: 240-395-5000
About THE ITHAKA GROUP, LLC
THE ITHAKA GROUP, LLC, formally registered with the SEC as THE ITHAKA GROUP, LLC. The firm was established in 04/23/2008. They have over 1 offices throughout the country.
THE ITHAKA GROUP, LLC is a Arlington, Virginia based Financial Planning firm with nearly $449,930,240 assets under management, offering retirement planning & investment advisory services to 214 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 146975 |
| SEC# | 801-69086 |
| Assets Managed by Firm | $449,930,240 |
| No. of Clients | 214 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 214 | $449,930,240 |
| Individuals (other than high net worth individuals) | 18 | $4,681,018 |
| High net worth individuals | 172 | $205,568,943 |
| Pension and profit sharing plans | 2 | $1,131,140 |
| Charitable organizations | 7 | $34,731,353 |
| Corporations or other businesses | 14 | $35,884,701 |
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