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William Cattell Trimble

THE ITHAKA GROUP, LLC·BETHESDA, Maryland
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3 BETHESDA METRO CENTER, BETHESDA, MD 20814CRD# 1756708Firm CRD# 146975
01

About

William Cattell Trimble is a registered financial advisor based in BETHESDA, Maryland, affiliated with THE ITHAKA GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
THE ITHAKA GROUP, LLC
THE ITHAKA GROUP, LLC
AUM
$515M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE ITHAKA GROUP, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1756708
Firm CRD# 146975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Cattell Trimble offer?
William Cattell Trimble specializes in Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are William Cattell Trimble's credentials?
William Cattell Trimble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Cattell Trimble located?
William Cattell Trimble is based in BETHESDA, Maryland, working with THE ITHAKA GROUP, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does William Cattell Trimble charge for services?
William Cattell Trimble'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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Other Advisors at THE ITHAKA GROUP, LLC

Anita Winsor
BETHESDA, MD
Scott Ellis O'gorman
ARLINGTON, VA
Robert Alan Katzen
ARLINGTON, VA
William Lee Johnson
BETHESDA, MD
Andrew Joseph Colyer
ARLINGTON, VA
Deborah Winsor
BETHESDA, MD

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Research
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