Overview
Assets Under Management: $555 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 127
Discretionary Accounts: 127
Regulatory Filings
CRD Number: 146975
Last Filing Date: 2025-02-18 00:00:00
Website: https://ithakagroup.com