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ITHAKA STRATEGIC PARTNERS
CRD 308309
5 WILLOW LANE, KINGS PARK, NY, 11754, United States
Phone
934-216-0774
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.1M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2024-06-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
All web addresses on file
Official SEC filing: View on IAPD