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Building 2THE ITHAKA GROUP, LLC

Map pinARLINGTON, VA
Phone240-395-5000
NotebookSEC #801-69086
Total AUM
$572.1M
Employees
7
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3811 N FAIRFAX DRIVE
SUITE 720
ARLINGTON
VA 22203
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
240-395-5000

ReceiptFinancials

Total AUM
$572.1M
Accounts
126
Discretionary
$572.1M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$4.9M
HNW Individual Clients
97
AUM
$260.3M
Investment Company Clients
1
AUM
$209.4M
Charitable Organization Clients
7
AUM
$43.4M
Corporation or Business Clients
11
AUM
$54M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMAMDMIMONHNJNYORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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