The Ithaka Group, LLC

$572.1MAssets under management
as of Sep 2026 · SEC Form ADV
Arlington, VA
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Tech stack

No one at The Ithaka Group, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into The Ithaka Group, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $177M held · filed Feb 2024
Schwab
Per Form ADV · $133M held · filed Feb 2024