THE ITHAKA GROUP, LLC

ARLINGTON, Virginia·4 registered advisors·CRD# 146975
SEC# 801-690860240-395-5000
01

Firm Overview

AUM
$515M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
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

4 registered advisors
Andrew Joseph Colyer
ARLINGTON, Virginia
Robert Alan Katzen
ARLINGTON, Virginia
Scott Ellis O'gorman
ARLINGTON, Virginia
William Lee Johnson
BETHESDA, Maryland
05

Office Locations

ARLINGTON, Virginia
3 advisors
BETHESDA, Maryland
1 advisor

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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.