Unclaimed Profile

Andrew Joseph Colyer

THE ITHAKA GROUP, LLC·ARLINGTON, Virginia

Clean recordTHE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Joseph Colyer is a registered financial advisor based in ARLINGTON, Virginia, affiliated with THE ITHAKA GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

THE ITHAKA GROUP, LLC

AUM

$515M

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2365598

Firm CRD# 146975

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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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