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Financial Advisor
Virginia
Arlington
THE ITHAKA GROUP, LLC

THE ITHAKA GROUP, LLC

Tel: 240-395-5000 3811 N Fairfax Drive Suite 720 Arlington, Virginia 22203

About THE ITHAKA GROUP, LLC

THE ITHAKA GROUP, LLC is a Arlington, Virginia based financial advisory firm with nearly $554,892,816 in assets under management and provides investment advisory services for 127 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

146975

Firm SEC#:

801-69086

Assets Under Management:

$554,892,816

No. of Clients:

127

No. of Advisors:

7

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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