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ITHAKA FINANCIAL PLANNING, LLC
Ithaka Financial Planning, LLC is an SEC-registered investment adviser in Chevy Chase, MD. The firm manages $92 million in assets, $85 million on a...
ITHAKA FINANCIAL PLANNING, LLC
Ithaka Financial Planning, LLC is an SEC-registered investment adviser in Chevy Chase, MD. The firm manages $92 million in assets, $85 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is ITHAKA Financial Planning, LLC a registered investment advisor?
Yes, based on its name, ITHAKA Financial Planning, LLC appears to be a registered investment advisor (RIA) in the United States, but no specific SEC or state filings have been publicly identified for this firm. Registration status can be verified through FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure (IAPD) database.
What services does ITHAKA Financial Planning, LLC offer?
The firm's name indicates a focus on financial planning, which typically includes retirement planning, estate planning, tax optimization, and portfolio management for individuals or families. No official service list or client case studies have been published.
Who are the principals of ITHAKA Financial Planning, LLC?
No principal names have been publicly disclosed or identified in any credible sources. The firm's ownership structure and key decision-makers remain unknown.
Does ITHAKA Financial Planning, LLC have public AUM or performance data?
No AUM, performance, or fee information is publicly available for this firm. It is classified as Undisclosed in terms of scale.
What is the geographic focus of ITHAKA Financial Planning, LLC?
No confirmed headquarters or office locations have been found. The firm is assumed to operate in the United States, but its specific region cannot be determined from available public information.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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