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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 $554,892,816 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146975 |
| SEC# | 801-69086 |
| Assets Managed by Firm | $554,892,816 |
| No. of Clients | 127 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 127 | $554,892,816 |
| Individuals (other than high net worth individuals) | 10 | $4,816,887 |
| High net worth individuals | 98 | $271,739,843 |
| Charitable organizations | 8 | $52,100,798 |
| Corporations or other businesses | 10 | $50,732,054 |
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