Overview
Assets Under Management: $555 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
THE ITHAKA GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146975), THE ITHAKA GROUP, LLC is subject to fiduciary duty under federal law.
THE ITHAKA GROUP, LLC is headquartered in ARLINGTON, VA.
THE ITHAKA GROUP, LLC serves 98 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, THE ITHAKA GROUP, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
THE ITHAKA GROUP, LLC manages $555 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, THE ITHAKA GROUP, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
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