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THE ITHAKA GROUP, LLC

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

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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

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

Firm CRD#:

146975

SEC#:

801-69086

No. of Clients:

127

Assets under Management

$554,892,816

No. of Advisors:

7

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