Unclaimed Profile

Andrew Joseph Colyer

THE ITHAKA GROUP, LLC·ARLINGTON, Virginia

Series 7, Series 24, Series 63Clean record21 years registeredTHE ITHAKA GROUP, LLC

3811 N FAIRFAX DRIVE, ARLINGTON, VA 22203CRD# 2365598Firm CRD# 146975

Profile Verification

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

Identity

Andrew Joseph Colyer · ARLINGTON, VA

Registration

CRD #2365598 · THE ITHAKA GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

THE ITHAKA GROUP, LLC

May 2008 – present

SANDS CAPITAL MANAGEMENT, LLC

Nov 2005 – Jan 2008

ARLINGTON, VA

SANDS CAPITAL MANAGEMENT, LP

Oct 2004 – Nov 2005

ARLINGTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · October 19, 2004

Years registered · 21

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 Andrew Joseph Colyer offer?

Andrew Joseph Colyer specializes in Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.

What are Andrew Joseph Colyer's credentials?

Andrew Joseph Colyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Joseph Colyer located?

Andrew Joseph Colyer is based in ARLINGTON, Virginia, working with THE ITHAKA GROUP, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.

How does Andrew Joseph Colyer charge for services?

Andrew Joseph Colyer'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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