Unclaimed Profile

William Lee Johnson

THE ITHAKA GROUP, LLC·BETHESDA, Maryland

Series 7, Series 18, Series 63, Series 65Clean record34 years registeredTHE ITHAKA GROUP, LLC

3 BETHESDA METRO CENTER, BETHESDA, MD 20814CRD# 833840Firm CRD# 146975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Lee Johnson · BETHESDA, MD

Registration

CRD #833840 · THE ITHAKA GROUP, LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE ITHAKA GROUP, LLC

THE ITHAKA GROUP, LLC

Apr 2008 – Jan 2023

BETHESDA, MD

SANDS CAPITAL MANAGEMENT, LLC

Nov 2005 – Jan 2008

ARLINGTON, VA

SANDS CAPITAL MANAGEMENT, LP

Feb 1992 – Nov 2005

ARLINGTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 18

Series 63

Series 65

Registration record

First registered · February 11, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ITHAKA GROUP, LLC

CRD 146975 · SEC 801-69086

AUM

$515M

Regulatory assets under management

Employees

156 client accounts

Services offered by THE ITHAKA GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at THE ITHAKA GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William Lee Johnson offer?

William Lee Johnson specializes in Investment Management, Wealth Management.

What are William Lee Johnson's credentials?

William Lee Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Lee Johnson located?

William Lee Johnson is based in BETHESDA, Maryland, last registered with THE ITHAKA GROUP, LLC.

How does William Lee Johnson charge for services?

William Lee Johnson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE ITHAKA GROUP, LLC?

THE ITHAKA GROUP, LLC has approximately 8 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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