THE ITHAKA GROUP, LLC

ARLINGTON, Virginia·7 registered advisors·CRD# 146975
SEC# 801-690860240-395-5000
01

Firm Overview

AUM
$515M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at THE ITHAKA GROUP, LLC

7 registered advisors
Andrew Joseph Colyer
ARLINGTON, Virginia
Anita Winsor
BETHESDA, Maryland
Deborah Winsor
BETHESDA, Maryland
Robert Alan Katzen
ARLINGTON, Virginia
Scott Ellis O'gorman
ARLINGTON, Virginia
William Cattell Trimble
BETHESDA, Maryland
William Lee Johnson
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
4 advisors
ARLINGTON, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. THE ITHAKA GROUP, LLC (CRD# 146975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.