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ITHAKA FINANCIAL PLANNING, LLC
CRD 153244
5425 WISCONSIN AVE, SUITE 600, CHEVY CHASE, MD, 20815, United States
Phone
301-968-2381
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$92.2M
Discretionary AUM
$84.6M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $13.3M |
| High net worth individuals | 30 | $78.8M |
All web addresses on file
Official SEC filing: View on IAPD